When it comes to money, most Canadians just want to know that they’re doing the right thing, and their savings are in good hands.
You can’t get much better than Wealth Professional magazine’s list of the Top 50 Financial Planners in Canada. It’s not just a list of the financial planners whose assets have made the most money — it also considers client satisfaction and client growth, because there’s more to financial planning than just dollars and cents. Only one financial advisor from Central Alberta has ever made the list, and he’s made it for five consecutive years. John Rathwell, of the family-run Rathwell Financial of Raymond James Ltd.
“It’s a real honour. We do things a little differently at Rathwell Financial — we focus on our clients first, not sales targets or specific products. So it means a lot to be in the Top 50 five years in a row,” Rathwell says.
“Rathwell Financial is one of the Top Financial Planning offices in Canada. We’re an independent office which means that we are in control of getting access to all the best investments for our clients. We’re not limited or restricted to dealing with just one company — we can get investments from RBC, TD, Scotia, BMO and more. So why settle for the choices at a local bank when you can have access to all the banks and investment companies. You can have freedom of choice, and our goal is to get you the best!”
Strong history, bright future
Rathwell Financial’s motto is ‘Family helping Families,’ and they mean that literally. John Rathwell has 35 years of experience in finances, and two of his children have contributed to the firm’s success.
“I didn’t force my kids to work here, but it’s a real pleasure to work with them every day. Every one of us has the same goal: to get to know our clients and help them as much as we can.”
It starts with decades of experience, and a continued drive to keep up with new products and market trends. Then Rathwell Financial gets to know you, and builds a custom plan that fits your needs.
“Often financial advisors are trying to sell you a product. We don’t do that. We just want to help our clients get results,” Rathwell says.
In the interest of helping their clients, Rathwell has just moved their services to Raymond James Ltd. Raymond James Ltd. is one of Canada’s largest independent investment companies.
With tax season around the corner, now is a great time to build a comprehensive tax plan to ensure you’re getting the most out of every opportunity. Most investment firms don’t review tax plans, and most accountants process tax returns for a single year — Rathwell Financial goes deeper, with annual tax reviews to help you plan for the future.
“We have saved clients thousands of dollars in taxes over the years!”
To make an appointment with Rathwell Financial in Red Deer, call 403-342-6882 or visit their new office in Gasoline Alley at #101, 524 Laura Ave.