Rankin Rice Wealth Management
73Good1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada
Last updated September 2026
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Rankin Rice Wealth Management is a family-owned financial planning firm in Ottawa specializing in retirement income planning, investment management, tax strategy, and estate planning for clients preparing for and living in retirement.
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Rankin Rice takes a holistic 360-degree approach to help you retire with clarity. They specialize in retirement savings, cash flow planning, tax minimization, and estate management. The team reviews your financial picture in depth, then builds a customized plan tailored to your goals, with ongoing progress reviews to keep you on track.
With over 30 years of experience, advisors Todd Rankin and Denise Rice work to help you transition smoothly into retirement and maintain security throughout it. They address practical retirement questions like RRIF timing, CPP decisions, tax-efficient income withdrawal strategies, and how to leave a legacy to your family without a large tax bill.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Retirees planning income and cash flow in retirement
- People deciding when to start CPP and convert RRSPs to RRIFs
- Clients seeking tax-efficient retirement withdrawal strategies
- Families planning their estate and legacy
- Pre-retirees building a comprehensive financial roadmap
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google4.9
44 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Rankin Rice Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Rankin Rice Wealth Management holds an excellent 4.9-star rating across 44 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
- A safe, reassuring environment
Most recent reviews
camille brisson
7 months ago · via Google
We have been clients at Rankin Rice Wealth Management for well over 25 years. My deceased wife was the first one to have a portfolio with Denise Rice. When my wife past away in 2017, I transferred my entire portfolio to Rankin Rice Wealth Management from my bank. They managed the complete transfer for me and made it a stress free experience. Having my portfolio all in one place makes it easier for me to track and follow my investments. It's always been a good informative, professional environment with Denise and Devin Rice, making it a comfortable and trustworthy experience, with details and graphics that shows a complete visual of your investments. An important aspect that Rankin Rice Wealth Management has, is that there available whenever you need help or information. All the people that work there are very knowledgeable and helpful with the upmost professionalism. In conclusion I needed a firm that can handle my portfolio and advise me on investments (long and short term), advise on taxation and retirement. Denise and Devin are also in communication with my accountant, which makes it a complete worry free circle, year round. I trust and would recommend Rankin Rice Wealth Management to anyone that would like peace of mind and have more time to enjoy life!
Jane Carman
7 months ago · via Google
We started with Rankin Rice 15 years ago based upon a very favourable recommendation from my parents. Todd, his colleague Devon and their capable team provide a holistic approach to financial planning: investing, life stage and retirement planning, tax strategies and cash flow management. They understand our personal aspirations and provide us with regular updates virtually and in-person. We trust them and have confidence in their professional advice.
Phil Comeau
7 months ago · via Google
We've been very happy clients of Rankin Rice since the 1990s. During that time, there have been many economic ups and downs, but I've always trusted that our Rankin Rice team have kept us well prepared to withstand them. In every meeting we've had, they carefully explain our current situation, describe any changes to our portfolio they think are warranted, and provide a clear rationale for those changes. Their skills at communicating are second to none, no small feat with so complex a subject. We're very pleased with the way our portfolio has performed, and feel that we're in good hands to face an increasingly uncertain economic future. We've recommended Rankin Rice to our relatives, and would whole-heartedly recommend them to anyone looking for competent financial advice.
Licenses & Registrations
- Certified Financial Planner (CFP), Todd Rankin
- Certified Financial Planner (CFP), Denise Rice
- Certified Financial Planner (CFP), Devon Rice
- Chartered Investment Manager (CIM), Devon Rice
- Qualified Associate Financial Planner (QAFP), David Lowe
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada
Also serves
- Ottawa, Ontario
Frequently Asked Questions
What services does Rankin Rice Wealth Management offer?
Rankin Rice Wealth Management is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Rankin Rice Wealth Management speak?
Staff at Rankin Rice Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Rankin Rice Wealth Management?
Send a request through the form on this page with your name, email and phone. We pass it to Rankin Rice Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Ottawa. It is free, with no pressure.
Is Rankin Rice Wealth Management verified by Senior Care Path?
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