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Proudly serving all Nova Scotians from the heart of the HRM for over 35 years.
Financial Check-Up
  1. Are you working with a Certified Financial Planner?
  2. Do you have an established financial plan that outlines your current financial situation, and offers recommendations to help your achieve your financial objectives?
  3. Does your current advisor or institution have access to all available investments, products and opportunities?
  4. Does your current advisor or institution keep you advised of changing circumstances that may affect your financial goals?
  5. Do you receive timely, accurate statements that are easy to understand?
  6. Do you feel confident that you’re in a long-term relationship with professionals who care about seeing you achieve your goals?
If you answer ‘NO’ to any of these questions, you should contact R&R Wealth Management!