Financial Planning

Financial Products & Solutions: Mutual funds Segregated fund policies TFSA, RRSP, LIRA, RESP, RDSP, & Non-registered plans RRIF, LIF, & Annuities Life insurance Critical Illness insurance Disability insurance Heath insurance Travel insurance Mortgage referrals Employee benefit & retirement plans Business succession planning

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Insurance Solutions

Financial Products & Solutions: Life insurance Critical Illness insurance Disability insurance Heath insurance Travel insurance Employee benefit & retirement plans Business succession planning

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Investment Services

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. Insurance products, including segregated fund policies, are offered through The Canada Life Assurance Company, and Robert T. Anderson (RTA Financial Inc.) offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd. Important information about mutual funds […]

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Welcome

RTA Financial Inc.

Personalized advice on financial planning, investments, and insurance. Serving families, business owners and professionals.

PROTECT – Preparing you for the worst days to plan for your best days.

Learn more about RTA Financial Inc.

If you need to reach Robert T. Anderson please email rob@rtafinancial.ca

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Services

OUR SERVICES

RTA Financial Inc.

You’re not alone, our planning process will help guide you to achieve all your goals!

Financial planning

We work with our clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity & retirement.

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Cash flow & debt management

Our financial planning process will involve an analysis of your current cash flow and debt levels through a comprehensive budget review.

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Estate planning

We work with our clients to build an estate plan to help ensure their financial matters are distributed the way they would like them to be after their death.

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Investment services

We believe our holistic approach to investing allows us to make unique and tailored investment recommendations.

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Employee benefits

Your business is unique, why not attract and retain great staff with an employee benefits plan that works as hard as your business?

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Insurance solutions

Unexpected events can leave your family without the cash flow needed for day-to-day expenses. We offer a range of products that can provide peace of mind at the right time.

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Financial Products & Solutions:

  • Mutual funds
  • Segregated fund policies
  • TFSA, RRSP, LIRA, RESP, RDSP, & Non-registered plans
  • RRIF, LIF, & Annuities
  • Life insurance
  • Critical Illness insurance
  • Disability insurance
  • Heath insurance
  • Travel insurance
  • Mortgage referrals
  • Employee benefit & retirement plans
  • Business succession planning