Mary-Jo Collingridge, PFP, CFP - Financial Planner, RBC Financial Planning

Mary-Jo Collingridge, PFP, CFP - Financial Planner, RBC Financial Planning My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. Royal Bank of Canada
Royal Mutual Fund Inc.

I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be!

In a recent RBC GAM survey, cyber security ranked as the most important   issue for institutional investors. This new in...
12/13/2019

In a recent RBC GAM survey, cyber security ranked as the most important issue for institutional investors. This new insight provides an overview of the financial, legal, and reputational impacts of cyber breaches and how they affect companies and investors.

Cyber security and privacy: A material concern for investors

Watch the full video to learn why The Wealthy Barber, David Chilton believes appointing a Power of Attorney is a “must” ...
12/10/2019

Watch the full video to learn why The Wealthy Barber, David Chilton believes appointing a Power of Attorney is a “must” not a “should”.

A power of attorney for property protects your assets so your loved ones can focus on your care.

Paging Dr. Data:  How the coming skills revolution can transform healthcare. From the ER to elder-care, machine learning...
11/24/2019

Paging Dr. Data: How the coming skills revolution can transform healthcare. From the ER to elder-care, machine learning, AI and robotics are making inroads in all corners of the healthcare sector. . Read more

Automation won't replace the human aspects of healthcare. It will enable practitioners to do their work better than before.

Paging Dr. Data.  RBC’s recent thought-leadership report shows that virtual care has the potential to offset some of the...
11/23/2019

Paging Dr. Data. RBC’s recent thought-leadership report shows that virtual care has the potential to offset some of the burdens being placed on the system by our aging population. A perfect example is here in BC at Carrier Sekani Family Services where Dr. John Pawlovich spends a week a month on the road, serving First Nations communities in northern BC and the rest of the time providing the same services remotely from home. . If you’re interested in the future of healthcare, I encourage you to read the full report.

Automation won't replace the human aspects of healthcare. It will enable practitioners to do their work better than before.

How do you live for today and plan for emergencies? Using credit or your savings for unexpected expenses can really cost...
11/22/2019

How do you live for today and plan for emergencies? Using credit or your savings for unexpected expenses can really cost you- how should you balance it all? Talk to an RBC Financial Planner – like me - today about planning for emergencies.

With competing demands on your money, how do you live for today and save for tomorrow? An RBC Financial Planner can help you balance life’s financial priorities.

Thank you Sarah Riopelle for sharing your insights at the RBC GAM conference in Vancouver.
04/26/2019

Thank you Sarah Riopelle for sharing your insights at the RBC GAM conference in Vancouver.

Results from RBC GAM’s 2018 Responsible Investing Survey are now out! Learn what 450 institutional investors and consult...
01/21/2019

Results from RBC GAM’s 2018 Responsible Investing Survey are now out! Learn what 450 institutional investors and consultants think about responsible investing and ESG:

At RBC Global Asset Management, we believe that being an active, engaged and responsible owner empowers us to enhance the long-term, sustainable performance of our portfolios. We believe that the proper disclosure and consideration of environmental, social and governance (ESG) risks and opportunitie...

A Tale of Two Investors: Why it Pays to Start Early. Don't think you have enough money to start investing? Actually star...
01/10/2019

A Tale of Two Investors: Why it Pays to Start Early. Don't think you have enough money to start investing? Actually starting early is often more important than how much you invest overall.

Don't think you have enough money to start investing? Actually starting early is often more important than how much you invest overall.

Address

3650 Gosset Road
West Kelowna, BC
V4T2N4

Opening Hours

Monday 9:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Mary-Jo Collingridge, PFP, CFP - Financial Planner, RBC Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share