Timothy Margolis
Certified Financial Planner i Financial Planner, Investment & Retirement Planning Specialist @RBC
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WORK HISTORY
Certified Financial Planner i Financial Planner, Investment & Retirement Planning Specialist @RBC
CA
Investment Planning | Retirement Planning | Corporate Investing incl. Professional CorporationsMy goal is to educate you about the different investment options that RBC has to offer you. I aim to simplify our discussion and explain investing in a simplistic manner. Our discussion will bring clarity around where you want to go, and what we need in order to get there. Simply put: What you are currently doing vs. What you could be doing I guarantee our interaction to be relaxed, informative, and concise.Please feel free to reach out to me and we can schedule an introductory - get to know each other -first appointment. Cardiologists | Neurologists | Ophthalmologists | Urologists | Orthopedic | Surgeons | Dentists | Medical Doctors | Dentists | Veterinarians
EDUCATION
IFSE Institute
Canadian Investment Funds Course, Financial Planning and Services
Business Career College
Life License Qualification Program, Personal and Corporate Risk Management
Financial Planning Standards Council (FPSC)
Certified Financial Planner , Finance and Financial Management Services
Memorial University, Newfoundland and Labrador
Bachelor of Business Administration
Advocis
Chartered Life Underwriter (CLU) designation, Insurance
Financial Planning Standards Council (FPSC)
Certfied Financial Planner Designation, Financial Planning and Services
ABOUT TIMOTHY MARGOLIS
We understand the evolving life-stage needs of Health Care Professionals and add value by providing proactive financial advice and solutions throughout your entire life cycle, from Student to Resident, from Associate to Starting a Practice, Growing and Exiting a Practice.
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