Planning Your Tomorrow, Today
Our Story
At Rankin Rice Wealth Management Inc., we are a family-owned and operated business committed to delivering exceptional financial planning and investment services to our clients. Our team of experienced advisors, led by Todd Rankin, Denise Rice, Devon Rice, and David Lowe, is dedicated to helping individuals and families achieve their long-term financial goals. We believe that a comprehensive and personalized approach is essential to ensuring that our clients' financial well-being is protected and their future secured.
Our Services
Our comprehensive services are designed to provide clients with a comprehensive financial plan that exceeds their expectations. We offer a range of services, including financial planning, investment planning, risk management, tax planning, and estate planning. Our advisors work closely with each client to understand their unique goals, risks, and objectives, and develop customized strategies to help them achieve their financial aspirations.
Financial Planning
Our financial planning services are tailored to each client's individual needs, goals, and risk tolerance. Our team of experts will work with you to assess your current financial situation, identify areas for improvement, and create a personalized plan to help you achieve your financial objectives. From retirement savings to cash flow management, we will help you make informed decisions about your financial future.
Investment Planning
Our investment planning services are designed to help you grow your wealth over time. We use a combination of actively managed and passive investment strategies to create a diversified portfolio that aligns with your risk tolerance and financial goals. We believe in the importance of diversification and regularly review and adjust your portfolio to ensure it remains aligned with your changing financial circumstances.
Risk Management
Protecting your hard-earned wealth from unexpected events is crucial to achieving your long-term financial goals. Our risk management services are designed to identify and mitigate potential risks, providing you with peace of mind and financial security. We can help you navigate a range of risks, including life, disability, critical illness, long-term care, and more.
Tax Planning
Our tax planning services are designed to help you minimize your tax liability and maximize your after-tax wealth. We work closely with clients to understand their tax situation and develop customized strategies to reduce their tax burden. From estate planning to tax-efficient investing, we will help you make informed decisions about your taxes and financial future.
Estate Planning
Estate planning is an essential part of ensuring your legacy and securing your family's financial future. Our estate planning services are designed to help you make informed decisions about the distribution of your assets upon your passing. From wills and powers of attorney to trust planning, we will work with you to create a comprehensive estate plan that reflects your wishes and provides peace of mind for your loved ones.
Meet Our Team
Our team of experienced advisors is committed to delivering exceptional service and helping clients achieve their financial goals. Meet our advisors:
- Todd Rankin, CFP - Financial Planner and Co-Founder
- Denise Rice, CFP - Financial Planner and Co-Founder
- Devon Rice, CFP, CIM, BSc - Financial Planner
- David Lowe, QAFP, MBA, BSc - Associate Financial Planner
Overall Satisfaction
The reviewer is extremely satisfied with the company, having been a customer since its inception.
Praise for Denise Rice
The reviewer has high praise for Ms. Denise Rice, describing her as knowledgeable, trustworthy, and well-prepared for their regular reviews. Her advice is also greatly appreciated.
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