R. Sales & Associates - Private Wealth Management

R. Sales & Associates - Private Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from R. Sales & Associates - Private Wealth Management, Financial planner, 1111 International Boulevard #600, Burlington, ON.

Our team based structure allows us to provide the focus and vision of a small firm, while leveraging the strength and breadth of a global company.

✅ Retirement Planning
✅ Tax Planning
✅ Investment Planning
✅ Estate Planning
✅ Risk Management

09/03/2026

One of the biggest questions isn't how much you earn. It's whether you're working toward the right goal.

A clear timeline, a realistic plan, and understanding how your finances would hold up if life changed can replace uncertainty with confidence. That's a conversation worth having. 📈

If you’ve been meaning to talk to your family about inheritance, you don’t need to begin with account balances or final ...
09/01/2026

If you’ve been meaning to talk to your family about inheritance, you don’t need to begin with account balances or final decisions.

A better place to start is with your intentions: what you want your wealth to do, who may need to be involved, and the responsibilities that could come with certain assets or decisions later on 🧩

If this is a conversation you’ve been putting off, starting with the “why” is a lot easier than starting with the numbers.

If you already have an estate plan in place, that’s a great start. The next question is whether it still reflects the li...
08/28/2026

If you already have an estate plan in place, that’s a great start. The next question is whether it still reflects the life you’re living now.

A plan created years ago may still be legally valid, but if your family, assets, responsibilities, or priorities have changed, it’s worth making sure the details still line up 📘 An estate plan should grow with your life, not stay frozen in an earlier version of it.

If it’s been a while since you last reviewed your plan, this may be a good time to revisit it.

08/26/2026

If a large RRSP is part of your estate plan, it’s worth understanding what happens to it later, not just how it helps you today.

Without a surviving spouse to roll it to, the full value can be added to your estate’s income in the year of death, which can create a much larger tax bill than many families expect 📘 The earlier you look at that piece of the plan, the more options you may have to manage it thoughtfully.

If retirement is getting closer, the years around it deserve just as much attention as the finish line itself.When you s...
08/18/2026

If retirement is getting closer, the years around it deserve just as much attention as the finish line itself.

When you start CPP, how you draw income, and which accounts you pull from first can all shape what retirement feels like from a tax and cash flow perspective 🧭

If retirement is within the next few years, this is the kind of planning window worth looking at closely.

08/17/2026

Over the last few years, we've all experienced how quickly the cost of everyday expenses can change.

Inflation is one of the many factors that can influence your long-term financial plan. Understanding its impact today can help you make more informed decisions for tomorrow.

08/13/2026

A higher income doesn’t automatically create a stronger retirement plan.

What tends to make the difference is structure: knowing what your income needs to cover today, what gets set aside for the future, and having a clear target to work toward 📈

When those pieces aren’t defined, it becomes much harder for savings to keep pace with earnings.

If selling your business is on the horizon, the sale price is only one part of the conversation.What matters just as muc...
08/12/2026

If selling your business is on the horizon, the sale price is only one part of the conversation.

What matters just as much is what happens after the deal closes. How much of that money is actually available to you, what it needs to fund, and whether it can replace the role your business used to play in your day-to-day financial life all shape what comes next 💼

If a business sale is part of your long-term plan, it’s worth thinking beyond the deal itself.

08/10/2026

Many people feel confident about the investments they've built over the years. The bigger question is how those investments support everything else, from retirement to the legacy you want to leave behind.

A clear plan helps connect those pieces, so you can move forward knowing where you stand today and who to call when life changes. 📘

08/07/2026

The team chemistry speaks for itself 💪

A little personality from the people behind the conversations, the strategy, and everything in between.

Address

1111 International Boulevard #600
Burlington, ON
L7L6W1

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