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Ron Rousseaux, PRESIDENT, is an independent financial planner.
His individualized plans include Lifestyle, Financial, Tax, Retirement and Estate Planning. Ron specializes in making money the least of his client's worries by thinking tax first and putting his private and public practice, training and experience to work. Ron is a member of many professional associations including; - Canadian Taxpayers Association,
- Canadian Tax Planners Association,
- Canadian Association of Retired People,
- Canadian Association of Gift Planners,
- Independent Financial Brokers of Canada,
- Society of Certified Senior Advisors,
- Society of Trust and Estate Planners,
- Burlington Chamber of Commerce,
- ADVOCIS.
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Why work with an independent Financial
Planner?"
A financial plan
is meant to be a dynamic, ongoing process
that will change with you and your needs.
Our Financial - Tax - Retirement and
Estate Plans are about the 'whole you'.
The end result
result is a custom-tailored strategy
that will help you achieve your financial
goals. A personal plan that will show
you how to optimize your financial decisions
to make the most of your wealth –
now and in the future.
'You will change
- the World will change - Your plan
needs to change with you.
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