Empowering You to Make Smart Financial Decisions
At Rankin Financial Planning Ltd., our mission is to work with our clients to help them make smart decisions with their money. With over 17 years of experience in providing comprehensive financial planning services, our team is dedicated to helping individuals, families, and businesses across Canada achieve their financial goals.
Our Services
As a leading provider of integrated wealth management solutions, we offer a wide range of services designed to meet the unique needs and goals of our clients. Our services include investment management, insurance planning, estate planning, tax planning, retirement planning, and more. With access to a team of experts, our advisors can provide personalized solutions that take into account each client's individual circumstances and objectives.
Our Approach
Our investment solutions are based on selecting the best of class managers that have a clearly defined, disciplined, and repeatable process. We believe in diversifying our clients' portfolios to achieve optimum risk and return characteristics, while minimizing exposure to specific risks such as inflation, interest rate, and market risks. Our goal is to help our clients achieve financial peace of mind by developing a tailored plan that addresses their unique needs and goals.
Our Team
Our team is led by Glen Rankin, a highly experienced and qualified financial planner with numerous designations, including CIM, PFP, CFP, FMA, and FCSI. With a proven track record of providing exceptional financial planning services, Glen has built a reputation for delivering personalized advice and guidance to his clients. Our team is committed to staying up-to-date with the latest developments in the financial industry, ensuring that our clients receive the best possible advice and guidance.
Community Involvement
At Rankin Financial Planning Ltd., we believe in giving back to our community. Glen Rankin has been actively involved in the United Way of Colchester County since 1995, and has volunteered with Big Brothers Big Sisters and the Colchester Community Workshop Foundation. We believe that building a strong community is essential to creating a better future for ourselves and our clients.
Overall Experience
Reviews of Assante / Glen Rankin's services are mixed, with one reviewer praising the exceptional service and another expressing frustration with the lack of transparency.
Service Quality
The 5-star review from John Murray highlights the exceptional service provided by Glen and his staff, who allegedly go above and beyond to deliver the best advice in financial planning.
Transparency and Communication
On the other hand, Tim Cruz's 1-star review expresses dissatisfaction with the difficulty in getting simple answers and a perceived lack of transparency within the organization.
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