SERVICES
FINANCIAL PLANNING
It is never too early or too late to plan your financial future. We will work with you to understand where you are and where you want to be and create a custom-tailored plan to help you get there.
TAX SERVICES
Whether you need help preparing your individual tax return or want to plan for your business’s future tax obligations, we are ready to help!
RISK ASSESSMENT
Negative events are a fact of life and while you cannot control everything, by conducting a risk assessment we can help you identify exposure areas and plan mitigation tactics.
ESTATE PLANNING
Planning your estate is an important part of a comprehensive financial plan and we will work with you to develop a personalized strategy for your estate.
PHILOSOPHY
Whether you're looking for a seasoned financial advisor, need to conduct a risk assessment, or want your tax return done well, we will work closely with you to thoroughly understand your situation and provide personalized guidance to help advance your financial goals.
We believe that knowledge is power and strive to offer our clients the knowledge and tools to make better financial decisions. We also believe in improving our communities and have taught financial literacy to young people through Junior Achievement Economics for Success program.
Get in touch and let’s talk about your financial situation and how RBI Management can help.
ABOUT
BRIAN MACHAN, CFP , RRC
®
®
Tel: +1 289-427-0142
Led by Brian Machan, Certified Financial Planner®, RBI Management helps companies and individuals plan for their financial future. Our services include financial planning, risk assessment, tax preparation, and income tax return filing, among others.
Brian helps clients with creating personalized investment plans to achieve their financial goals while also assisting them in minimizing their tax burden.
Brian holds the Certified Financial Planner® designation and has over 15 years experience serving clients and their families.
Prior to private practice, Brian worked in personal banking for TD Canada Trust and RBC Royal Bank. He graduated with honours from DeVry University Phoenix in 1998 with a Bachelor of Science in Business Operations.
CONTACT
4145 North Service Road
2nd Floor
Burlington, ON L7L 6A3
Telephone: +1 289-427-0142
Toll-free: +1-833-724-6468
For any general inquiries, please email info@rbimgmt.ca or fill in the form below and we will contact you within 24-48 hours.
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