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Financial Planning

Rankin Rice Wealth Management

52Developing

1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada

4.9(44 Google reviews)on Google

About

Rankin Rice Wealth Management is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

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Google Reviews

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4.9

44 Google reviews

Most recent reviews

Jane Carman
5 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.
ChrisMandy McRae
5 months ago · via Google
Denise Rice has managed our family’s finances for 25 years, providing consistent, high-level expertise through every market cycle. Her longevity in the industry and her commitment to her clients are unmatched. Denise excels at translating complex financial strategies into clear, actionable plans. My husband and I have complete peace of mind knowing our portfolio is in her hands. If you are looking for an advisor with integrity and a proven track record, I cannot recommend Denise highly enough.
Larry
5 months ago · via Google
Having worked with Todd for 12+years, we can confidently attest to his expertise, integrity and dedication to client success. Within our initial meeting, we were looking for assistance with retirement planning, investment strategy and tax reduction. Todd took the time to understand our long-term goals and risk tolerance resulting in significant portfolio growth and a solid retirement roadmap that has exceeded our expectations. Todd demonstrates exceptional skills in financial planning, tax strategy, portfolio management and possesses the ability to simplify complex financial data into actionable strategies. Todd & the Rankin Rice Wealth Management team are dedicated professionals who prioritize client interests above all else. We believe they would be a tremendous asset to any individual(s) seeking sound financial advice. Sincerely, Karen & Larry Lampole

See all 44 reviews on Google

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 warm, welcoming community.

Most common praise

Caring, attentive staff
Warm, welcoming community
A safe, reassuring environment

ThemesStaff & careAtmosphereSafety

Services

Financial Planning

Licenses & Registrations

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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.

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Associations & Accreditations

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Languages Supported

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Location

1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada

Also serves

Ottawa and surrounding areas