RTA Financial

About RTA Financial

RTA Financial is an investment services firm located on Dufferin Ave in the Downtown neighbourhood of London. The business provides personalized financial planning, investing, and insurance advice to families, business owners, and professionals. The firm offers a holistic approach to financial planning that addresses four key areas: financial security at death, living benefits, liquidity, and retirement. Specific services include cash flow and debt management through comprehensive budget reviews, estate planning, and risk management. Their investment services include mutual funds, segregated fund policies, GICs, and various registered and non-registered plans such as TFSA, RRSP, LIRA, RESP, RDSP, RRIF, and LIF. Additionally, they provide insurance solutions including life, critical illness, disability, health, and travel insurance, as well as employee benefit and retirement plans and business succession planning. RTA Financial was established in 2022 by Robert T. Anderson, a Certified Financial Planner with a background in finance and marketing. Before starting his own firm, Anderson worked in financial planning starting in 2014 and joined Aspire Financial Group Inc. in 2017. He describes his approach as helping clients reach their goals at all stages of life. Anderson is active in the local community, serving as the Treasurer for the Nathan T. Deslippe Memorial Fund and volunteering with Big Brothers Big Sisters of London & Area. Clients can book a complimentary call to discuss their needs.