Simon Marr, RBC Financial Planner

Simon Marr, RBC Financial Planner I am a Financial Planner employed by RBC.My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy

What to do when you leave your employer unexpectedly. Let RBC help you plan your next steps. Learn more here!
07/18/2019

What to do when you leave your employer unexpectedly. Let RBC help you plan your next steps. Learn more here!

Retiring sooner than you expected? Here's how to regain control and find the best route forward for you.

Find out what you can afford as a 1st time home buyer
05/31/2019

Find out what you can afford as a 1st time home buyer

Get ready for the biggest purchase you'll ever make with a clear understanding of the home-buying process and advice every step of the way. RBC Royal Bank has the tools first-time home buyers need.

Not sure where your money is going? Try using a budget sheet, your future self will thank you!
05/09/2019

Not sure where your money is going? Try using a budget sheet, your future self will thank you!

Setting up a budget is one of those things – like cleaning your room, studying for exams, or being forced to watch your younger brother or sister – that you just don't want to do.

03/27/2019

2019 Federal Budget Highlights: Tax Measures that may affect you.

RBC GAM’s Sarah Riopelle provides her perspective on how to navigate these volatile markets.
03/25/2019

RBC GAM’s Sarah Riopelle provides her perspective on how to navigate these volatile markets.

I have seen a number of posts and internal market updates in the last two weeks highlighting the need to focus on long-term investment plans, even in periods of market volatility. I would alter that slightly to say “especially during periods of market volatility.

The Wealthy Barber on why a DIY approach for executors is often unwise - RBC Wealth Management
03/08/2019

The Wealthy Barber on why a DIY approach for executors is often unwise - RBC Wealth Management

It seems odd to me that many executors, even when feeling overwhelmed, insist on being a DIYer. Here's why you should get help.

SKI’Ing – Spending the Kid’s Inheritance and Other Ways to Manage What You Leave Behind
03/05/2019

SKI’Ing – Spending the Kid’s Inheritance and Other Ways to Manage What You Leave Behind

From spending your kids' inheritance to giving some away, discover three approaches for handling what you leave behind.

Did you know, the RRSP contribution deadline is March 1st? Don’t let this year’s deadline sneak up on you. Make your con...
01/24/2019

Did you know, the RRSP contribution deadline is March 1st? Don’t let this year’s deadline sneak up on you. Make your contribution today!

Investing in a tax-smart account is one of the best ways to grow your money faster. Both Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) offer unique benefits, so how do you choose if you can’t contribute to both?

Looking for something to listen to on your commute? Check out RBC Global Asset Management’s podcast series – interesting...
12/20/2018

Looking for something to listen to on your commute? Check out RBC Global Asset Management’s podcast series – interesting conversations with investment managers providing insight into their teams and their approach to managing money. Listen now!

Looking Beyond Financials http://www.rbcgam.com/investment-insights/podcast/index.html

Work life balance is key to success of your business. Here are 7 tips for business owners on how to avoid burning out.
12/05/2018

Work life balance is key to success of your business. Here are 7 tips for business owners on how to avoid burning out.

Do you work on your business from the time you get up until you go to sleep? Here are 7 tips from entrepreneur to avoid burning out.

Your side hustle could be a successful business. If you’re ready to build it, go for it. These four core principles can ...
11/30/2018

Your side hustle could be a successful business. If you’re ready to build it, go for it. These four core principles can help you make it a success.

Juggling a side hustle alongside a full-time commitment will stretch you in every way possible, but the rewards are even more fulfilling.

Making the most of your renewal
11/29/2018

Making the most of your renewal

Whether you're renewing your RBC Royal Bank mortgage for the first time or the last time, we're here to help you save money with the right mortgage options for your current and future needs.

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Dartmouth, NS

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