Smart Plans Grow into Exceptional Outcomes — Bespoke Financial Planning for You and Your Business
A Message from Our Founder
My father believed in the importance of small businesses, the vital role they play in our families and our communities. So in 1976, Paul Racine founded Racine Insurance, with the mission to inform, support and empower other small business owners just like him.
In 2014, we changed our name to Racine Financial, but my wife Jemma and I continue to provide the same bespoke, one-on-one financial guidance — helping our clients turn their visions into reality for over 10 years.
We consider ourselves more than just advisors — we are partners on your journey to financial security.
Transforming Business Success into Lasting Wealth — However You Define It
At Racine Financial, we’re still a family business. We’re not just financial advisors — we are small business owners, parents, volunteers and passionate members of our community.
So we understand that wealth – especially lasting wealth – means more than just money.
Wealth is the peace of mind knowing that you and your loved ones are taken care of no matter what. It is the time that is now yours to do with as you wish. It is the blossoming of new possibilities; to relax, to travel, to learn new skills, explore new interests, or turn an existing interest into a brand new business.
But perhaps more than anything, wealth means opportunities – taking advantage of those in front of you right now, and creating opportunities for yourself and your business in the future.
Like the opportunity to make plans now for a secure and peaceful retirement. The opportunity to create the conditions to pass on your business legacy on your own terms. And most importantly, the opportunity to give your family the finincial security for which you have worked so hard.
We are personally invested in your success. There is nothing automated or artificial in what we offer: bespoke financial solutions tailored precisely to your circumstances and your goals, and pragmatic, evidence-based planning deeply rooted in Racine Financial’s decade of experience successfully guiding business owners just like you through the unique complexities of transition.
You have already accomplished something remarkable – you have built a successful business. Now it’s time to protect what you have built by letting us help plan for the future of your legacy – a plan that will identify and maximise your range of options, anticipate and provide clear provisions for any obstacle you might encounter, and make sure that when the times comes, you’re ready and able to deal with your business legacy on your terms.
Your Success is Our Success
Use the link below to set up a time to chat, or email or call if you prefer. However you decide to get in touch, we promise no pressure, no sales pitch, no hard sell. Just a friendly, down-to-earth conversation focused on where you are now, where you want to go, and how we can help get you there.
Racine Financial,
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
admin@racinefinancial.ca
905 885 0815
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Racine Financial,
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
Copyright © Racine Financial. All rights reserved.