Rankin Rice Wealth Management
70Good1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada
About
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.
Senior Care Path Summary
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 2026-07-07.
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
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
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
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
Services
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
Languages Supported
- English
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?
You can call Rankin Rice Wealth Management directly at (613) 729-3146, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is Rankin Rice Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1600 Carling Ave, Ottawa, ON K1Z 0A1, Canada
Also serves
- Ottawa, Ontario