RBA Financial has helped individuals, families, businesspeople and agricultural clients in the Meaford area and throughout Ontario since 1981. Along the way, we've heard a lot of good things from our clients. Here's what they've come to trust and appreciate.

Knowledgeable, client-focused, unbiased advice and guidance from a team of financial advisors under the leadership and direction of Todd Campbell, BBA, CMA, CFP.

A breadth of investment choice from an independent team with access to a vast array of funds from the foremost providers.

The confidence of knowing we work closely with fund managers, meeting directly with fund representatives on a regular basis.

And a commitment to the local community. All our staff live here, we use local support service providers, and we spend our paycheques and profits locally.

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                       Thursday, March 5, 2015

By Todd Campbell, BBA, CMA, CFP

Fall Review

Fall is an ideal time to review your portfolio and prepare to implement any year end tax strategies, that may be necessary to optimize your tax situation.

If you have turned (or will be turning) 71 this calendar year, you will need to roll any RRSPs to a RRIF prior to Dec 31st.