Darren Ryan
Certified Financial Planner @Ryco Financial
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WORK HISTORY
Certified Financial Planner @Ryco Financial
NL, CA
I focus my practice on helping young professionals and small business owners to implement investment strategies to minimize taxes, maximize personal wealth and meet their personal financial goals (e.g. philanthropy) in combination with investments, insurance solutions to insure their needs, assets, family, and/or business partners.Furthermore, in addition to investments and insurance, we also do personal and commercial mortgages for new purchases and refinancing.Below is a list of financial topics that I can help my clients and potential clients with:Investments:RRSPsTFSAsRESPsNon-Registered InvestmentsPersonal and Corporate:Life InsuranceDisability InsuranceCritical Illness InsuranceLong-Term Care InsuranceBuy-Sell Agreements (Life & Disability)Overhead Expense InsuranceBanking:Personal MortgagesCommercial MortgagesHigh Interest Savings AccountsFor Business Owners Specifically:Group Insurance / BenefitsGroup Savings Plans including: RPP\'s, DPSP\'s, RRSP\'sPrivate Wealth Management: Clients with $1M Investment & Banking Assets, or $1.5M Combination of Investment & Banking Assets, and Debt (i.e. mortgages on investment properties) can take advantage of customized investment portfolio management, with sophisticated cash flow solutions.Capital Markets / Investment Banking:We can help business owners with:Issuing Debt,Subordinated Debt, andRaising Equity, for either the sale or merger & acquisition of businesses valued at $10M or more, through the vast network of investment bankers and fund managers that we are associated with.
EDUCATION
The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU), Advanced Estate Planning
Memorial University, Newfoundland and Labrador
MBA, Business, Finance
Memorial University, Newfoundland and Labrador
B.Sc., Biochemistry
Financial Planning Standards Council
CERTIFIED FINANCIAL PLANNER® certification
CICEA
Certified Executor Advisor
SKILLS
ABOUT DARREN RYAN
I think differently from large corporations and want to change the status quo. I believe:1) everyone should have access to the best financial advice for their families and businesses regardless of their background, and 2) putting people above profits. As an independent financial planner, I help provide the most creative, innovative, and comprehensive financial solutions as a trusted advisor to my clients, with the highest level of service. I help ensure the advice I provide is the best by continuously learning, reading, and attending the world\'s leading financial conferences. Specifically, my clients benefit from advice focused around asset management, risk management, tax planning, and employee benefits.
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