Apr 30, 2019
Nargis Schutte is a Private Banker for RBC Wealth Management, a company that serves the needs of individuals with high net worth. She helps professionals and their families situated within the Ontario North East region and brings 30 years of experience in the financial services industry. Before taking on the position of a private banker, Nargis specialized in commercial banking for the healthcare industry for medical doctors, dentists, and veterinarians.
Nargis joins me today to explain what private banking is, who is it suitable for, and the type of services that are included. She shares the details of her role as a private banker and describes the situations where wealthy individuals might want good-debt loans and borrowing. She also describes a series of scenarios where private banking is a good fit and reveals the criteria for becoming a private banking client.
“There is good debt and bad debt. Being able to use debt effectively and use it for an appreciating asset is considered good debt.” - Nargis Schutte
Today on I’m A Millionaire...So, Now What?:
Nargis Schutte’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:
Connect with Nargis Schutte:
Protect Yourself. Protect Your Family. Protect Your Assets
Protecting yourself, your family, and your assets are all essential elements of your roadmap to real riches as well as building and strategizing your financial plans.
If you’re ready to build your roadmap to riches and learn how to protect yourself, your family, and your assets join us this spring for our Estate Planning Sessions with RBC Wealth Management.
Topic: Your Power of Attorney: Quite Possibly the Most Important Person You Will Ever Hire
Date: Wednesday, April 24, 2019
Time: 2pm - 4pm
Topic: Your Executor: What You Need to Know Before You Hire Yours
Date: Wednesday, May 22, 2019
Time: 2pm - 4pm
Topic: Essential Family Conversations: Protecting Yourself and Your Wishes
Date: Wednesday, June 12, 2019
Time: 2pm - 4pm
Location details will be provided when you RSVP to the event(s). To RSVP, email Colleen at firstname.lastname@example.org
Get Ready for Fun Networking & Fundraising!
Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019, for the all women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.
The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.
So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.
Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.
Registration opens on April 1, 2019
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