Ryan Canada

Approach

I believe the most effective financial approach is one that is built around your life—your goals, your values, and the legacy you want to create. True wealth management begins with understanding what matters most to you and aligning every decision with that purpose. That's why our relationship starts with meaningful conversations. I encourage you to ask questions, explore possibilities, and think through the milestones ahead \- whether that involves planning for healthcare, funding education, preparing for a major life transition, or transferring wealth to future generations. Financial planning is not a one\-time event, but an ongoing process. As your life evolves, your strategy should evolve with it. My role is to help you navigate those changes with clarity and confidence \- developing a plan designed to manage, grow, and preserve your wealth over time. With access to the investment insights of Merrill and the banking and lending capabilities of Bank of America, I take a thoughtful, disciplined approach \- focused on helping you make informed decisions and stay aligned with your long\-term vision.

Capabilities

I believe wealth management should be both comprehensive and deeply personal \- extending beyond investments to address every aspect of your financial life. A well\-rounded strategy considers not only how you accumulate and preserve wealth, but also how all the pieces \- planning, banking, lending, and legacy \- work together. Through Merrill, I provide access to a broad range of investment insights, along with trust and fiduciary services from Bank of America Wealth Strategies Group and the banking and lending capabilities of Bank of America. This integrated platform allows for a more coordinated and thoughtful approach to managing your financial life. Equally important is the relationship itself. Working one\-on\-one, I serve as a consistent point of contact \- helping you navigate decisions, adapt to life changes, and develop strategies aligned with your long\-term goals, including the thoughtful transfer of wealth across generations.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition