RF’s pension experts designed this account for new and existing retirees with lump sums of $100,000 or more wanting to safeguard or grow their money. The Account is a flexible term investment product, providing an attractive alternative to an annuity; however, it may not be suitable for all investors.
Advisors and Trust Officers assist clients in optimizing estate planning and asset protection strategies. We want to ensure that you are provided with a secure and effective solution for the safe and seamless distribution of assets, whether before or after death.
Graham Marshall is the Securities Investment Advisor at RF Merchant Bank & Trust (Barbados) Ltd. He has been employed with the company for over 6 years and is knowledgeable about market trends. Graham provides advice and makes recommendations for suitable investment options, including mutual funds, pension plans, stocks and bonds to high net worth clients. Graham holds a Bachelor’s degree in Business Management with a major in Finance from Ryerson University.
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