Company Description

Dan Rimell Financial Planning is a financial advisory firm located on Hwy 97 N 100. We are affiliated with Investia Financial Services Inc. and are led by Dan Rimell, a Certified Financial Planner. Our expertise lies in retirement planning, estate and tax planning, as well as investments and insurance.

At Dan Rimell Financial Planning, we understand the importance of having a comprehensive financial plan in place to ensure a secure and prosperous future. Whether you are approaching retirement, looking to manage your estate and taxes efficiently, or seeking investment and insurance solutions, our team is dedicated to providing personalized and strategic guidance that meets your unique goals and needs.

Our services encompass a wide range of financial areas, including analyzing your current financial situation, determining your retirement savings requirements, developing a personalized retirement plan, and providing ongoing support and monitoring to help you stay on track. We also offer expertise in estate planning and tax optimization to ensure your assets are protected and your tax liabilities are minimized.

When it comes to investments, Dan Rimell Financial Planning takes a tailored approach that aligns with your risk tolerance and long-term objectives. Our team conducts thorough research and analysis to identify suitable investment opportunities that can help diversify your portfolio and potentially generate attractive returns.

Furthermore, we understand the significance of insurance in protecting what matters most to you. Our team evaluates your specific insurance needs and recommends the appropriate coverage to safeguard your assets, family, and business.

To learn more about our financial planning services and how we can assist you in achieving financial security and independence, visit our website at www.danrimellfps.ca or contact us at 395-1831. Start planning your financial future with Dan Rimell Financial Planning today.

Products & Services

Insurance ,   Retirement Planning ,   Investments ,   estate and tax planning