Senior Wealth Advisors Andrew Raymer and Ryan Husk

Senior Wealth Advisors Help You Grow & Preserve Wealth

The single most important ingredient of your long-term financial success is working with Senior Wealth Advisors to help you grow & preserve wealth.

Whether you’re just beginning your financial journey or planning a legacy for generations to come, a Senior Wealth Advisor – one you can trust to develop a comprehensive wealth plan – can help you reach your destination with peace of mind. 

IS THERE A SECRET SAUCE?

We think so. Planning, unbiased advice, working together, transparency, and fully licensed senior wealth advisors with a full suite of investment and financial products to use to build robust and diverse portfolios. 

Holistic planning for every facet of your life

Personal wealth planning, supported by unbiased advice is key to helping you achieve your goals. Here’s what we can review together:

Investing
 

A proven wealth management philosophy is one that takes the emotion out of the equation and relies on a disciplined, long-term approach. Your objectives, risk tolerance, return expectations and time horizon are key factors in helping to design a plan that can meet your retirement and other goals.

Retirement Planning

This isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life.  Focus on creating a plan that helps you achieve your overall goals in retirement.

Tax
Planning
 

Using sound investment strategies, we can help reduce the amount you pay in tax every year. 

GROUP BENEFITS / RRSP
 

An attractive benefits plan can help you recruit and retain top employees. Our customized solutions help to create a unique benefits and retirement plan that draws from a wide range of insurers from across Canada

Education Planning

Whether you’re looking to fund a child’s education or returning to school to upgrade your credential, we can help you understand your options and maximize the value of a Registered Education Savings Plan (RESP).

Risk
Management

We take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life – and all scenarios that could affect your financial well-being.

Will & Estate Planning

To plan for the preservation and transfer of your assets, we’ll help keep an eye on the horizon by understanding your situation and wishes, including tax-efficient legacy planning.

Disability Planning

The Registered Disability Savings Plan (RDSP) is available to provide assistance to families. A Senior Wealth Advisor has considerable experience developing effective plans to provide for those with special needs.

Our process is focused entirely on you

senior wealth advisors planning infographic

1. Meet to understand what is truly important to you

2. Confirm your needs and priorities

3. Set your short- and long-term goals

4. Develop your personal, holistic wealth plan

5. Implement your plan and drive it forward

6. Monitor your plan’s progress against goals

The process repeats annually

A full range of financial solutions

We offer a full suite of products and services for individual investors, families and business owners. 

Planning

Retirement
Tax 
Trust & Estate 
Business 
Succession 

Investments

Mutual Funds
Equity & fixed-income securities
Exchange-traded funds (ETFs)
Alternative investments

Accounts

Retirement 
Education savings 
Non-registered 
Tax-free savings 
Disability savings
Group RRSP

Insurance

Universal, term & whole life
Disability income protection
Critical Illness
Long-term care
Life & insured annuities
Group benefit plans

*Insurance products are provided through PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Over 130 years of Strength & Stability

Raymer Financial is celebrating a 30 year Anniversary in 2022. But, we’re also a part of one of the largest insurance and wealth management firms in Canada, with operations in the United States. Founded in 1892, iA Financial Group is an important Canadian public company and has been listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).  Watch this short video to learn more about iA Financial Group.

Listen. Understand. Advise.

Crafting a holistic, personalized wealth plan begins with understanding your unique needs and the life you envision for yourself and your family. That’s why we place so much emphasis on meeting with you – so we can listen to you and your family as you paint a picture of the future you’re striving for. Then, using our full range of financial solutions, we work to find balance, growth, and longevity for your portfolio.

Meetings can take place in person at our Stratford or Tavistock office or online.

Senior Wealth Advisors help you grow & preserve wealth.

Andrew Raymer

Andrew Raymer holds a Bachelor of Business Administration from Brock University, is a Certified Financial Planner®and a Chartered Investment Manager®.

Ryan Husk

Ryan Husk holds a Bachelor of Business Administration from Brock University, is a Responsible Investment Specialist, holds a Canadian Securities License, and a Life Insurance License.

Meet with a Senior Wealth Advisor today!

This article is a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.