Ryan Ullman, PFP, CFP
Investment & Wealth Advisor, Financial Planner
Providing Generational Planning, Comfort in Understanding and Solutions to Goals using my unique "Right" Triangle Approach.
The key to everything is built off a strong foundation, the relationship between advisor and client. Achieved through asking the right questions in discovery to get to know your personal & financial goals and underlined with the right knowledge & experience to back things up. Develop, monitor and maintain the plan using the best investments, top-line research & seemingly unlimited partners. Experience the effects of the "Right" Triangle approach today!
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We provide generational planning, comfort in understanding and solutions to goals. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Using our unique "Right" Triangle approach, the process is designed to keep your investments working toward your goals at every stage. After ensuring we are the Right Fit, we begin building upon the foundation created in our initial conversation. During our discovery meeting, we ask the Right Questions to get to know you, your personal and financial goals, taking the time to understand both your short and long needs. Building upon our extensive experience & skills helps us ensure we have the Right Knowledge to strengthen our relationship. We develop, monitor and maintain your personalized financial plan to ensure the Right Plan is put in place that will evolve through time as goals change and life events happen. Lastly we offer the Right Solutions, the best investments, top-line research and seemingly unlimited partners to help you achieve your goals.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.