Loretta Burns
Royal Bank Financial Group
Phone (250) 479-9738
Fax (250) 479-9710
Email loretta.burns@rbc.com
Faced with a Life Changing Event?
I’m motivated by the challenge of creating peace of mind through the CFL process.
With utmost respect and empathy, I’m committed to achieve a fair division of family assets while providing both immediate and long term Financial Plans.
While working collaboratively, I will assist you in gathering assets, preparing budgets, as well as money management with a plan that best meets your needs and goals. I’ll offer valuable insight into the pros and cons of different divorce settlements while avoiding the common financial pitfalls of divorce.
I’ve been active in Finance since 1976 and a member of CFL since 2002.
Company Website
financialplanning.rbcinvestments.com/loretta.burns
Professional Designations
Certified Financial Planner (CFP)
Certificed Divorce Analyst (CDA)
Certified Sr. Advisor (CSA)
Fellow of Life Management Institute (FLMI)
Year Began Professional Practice
1976