At Raymer Financial, we take a personalized, values-based and realistic approach to financial planning. Whether we are meeting for the first time or reviewing your current situation, we work with you to identify important life events, then map out a plan to help you navigate a smooth financial journey.
What We Do
We guide families towards their financial milestones so they can focus on what they value most.
Part of a Bigger Network
Raymer Financial is an independent financial advisor. But, we’re part of a much bigger network. While we spend our time focused on you, our pipeline focuses on us. We’re backed by HollisWealth and IA Management Group. And with the acquisition of HollisWealth, iA Financial Group, a 125 year old group, is one of Canada’s largest non-bank wealth management advisory firms.
We plan a meeting to review your current situation, establish goals, and answer your questions.
We’ll assess any existing plans you may have in place and discuss options available to your portfolio.
We’ll present financial strategies and solutions to help you achieve your predetermined objectives.
We’ll put your plan to work, review it regularly, and ensure you’re progressing as planned.
Why choose us?
With over 20 years combined experience and a drive to work hard for you, we’re dedicated to your financial security.
With business roots dating back almost 125 years, iA is a Canadian-owned company with offices and advisors from coast to coast.
Every year, Raymer Financial donates to many local organizations. We’re proud to live and work in a thriving community.
Would you like to discuss financial strategies?
Call us today to book a consultation. Let's talk about moving you closer to financial freedom.