Business Details
31 Years
experience
Trusted Canadian Financial Advisers
Rankin Financial Planning has been dedicated to empowering clients with strategic financial solutions since 1995. As part of Assante Wealth Management, we specialize in integrated wealth management, offering tailored services in investments, insurance, estate planning, and tax strategies. Our team collaborates with clients nationwide to address individual and family financial goals, leveraging expertise from our sister company United Financial Corporation. With a proven track record overseeing $20 billion in assets, we prioritize client-centric approaches and transparent communication.Our advisors hold prestigious certifications including Certified Financial Planner (CFP) and Canadian Investment Manager (CIM), ensuring high standards of expertise. We focus on demystifying financial planning through educational resources and personalized consultations, emphasizing that estate and tax planning are essential at all wealth levels. By combining innovative tools like financial calculators with personalized guidance, we help clients navigate complex financial decisions with confidence.
Services
Financial Planning
Wealth Management
Insurance Solutions
Estate Planning
Tax Planning
Investment Management
Retirement Planning
Annuities
Mutual Funds
GICs
Details
- Year established: 1995
Highlights and features
- We offer 28+ years of wealth management expertise since 1995
- Our team holds elite certifications including CFP and CIM designations
- We provide integrated solutions across investments, insurance, and tax planning
- Client-centric approach with personalized financial planning processes
- Proven track record managing $20 billion in assets
Services
Financial Planning
We create customized financial plans addressing investment strategies, retirement goals, and risk management. Our process begins with understanding client objectives through detailed consultations. Advisors develop comprehensive roadmaps that evolve with changing life circumstances and market conditions.
Estate Planning
Our estate planning services help clients organize asset distribution while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and power of attorney documents. The process ensures smooth wealth transition to beneficiaries while addressing complex family dynamics.
Tax Planning
We develop strategic tax planning solutions that reduce liabilities through legitimate deductions and credits. Our advisors collaborate with accountants to optimize investment structures and retirement accounts. Services include tax-efficient investment strategies and cross-border tax considerations.
Investment Management
We offer diversified investment portfolios tailored to risk tolerance and financial goals. Services include mutual funds, segregated funds, and managed solutions. Regular portfolio reviews ensure alignment with market trends and client objectives while maintaining appropriate risk levels.
Insurance Solutions
Our insurance services protect against financial risks through life, disability, and critical illness coverage. Advisors help clients determine appropriate coverage amounts and policy types. We offer access to Canada's best life insurance rates and customized protection strategies.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, investment management, estate planning, tax optimization, and insurance solutions tailored to individual and family needs.
How do you approach retirement planning?
Our retirement planning process assesses current financial status, future goals, and risk tolerance to create personalized strategies that ensure long-term financial security.
Do you work with clients outside Canada?
While we primarily serve clients across Canada, we can provide guidance for international financial considerations and cross-border tax situations.
What makes your estate planning different?
Our estate planning focuses on minimizing tax burdens while ensuring smooth asset transfer, with coordinated legal document preparation and beneficiary protection strategies.
How are investment portfolios managed?
Portfolios are actively monitored and adjusted based on market conditions, using diversified strategies that balance growth potential with appropriate risk levels.
What professional credentials do your advisors hold?
Our advisors hold prestigious designations including Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI).
Reviews (2)
John Murray
Aug 01, 2020
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Positive:Professionalism
Top notch service. Glen and staff go above and beyond to deliver the best advice in the area of financial planning.
Top notch service. Glen and staff go above and beyond to deliver the best advice in the area of financial planning.
Tim Cruz
May 30, 2020
Report
It was difficult to get even simple answers . I felt like Assante
/ Glen Rankin is not a transparent organization.
/ Glen Rankin is not a transparent organization.
