Private Wealth Management for Professional Women

At Racine Financial, our holistic planning approach focuses on you and your financial needs. It is important to feel confident about your short- and long-term financial picture. Our approach begins with building your unique financial plan.

Our Women and Wealth offering was created to empower women and their families.

We take a three-pronged approach:

Listening and Learning:

We get to know you, your objectives, and your goals

Planning:

We chart a path to achieve your goals.

Educating and implementation:

We make investing accessible to women by growing knowledge over time and start you on your path to growing your wealth and moving towards financial freedom.

We work with women who are in control of their personal finances but may not have a high comfort level with financial planning and investing.

Would you like to learn more?
Contact us today to book an introductory phone call.

Start Your Money Conversation Today

March 8, 2022 No Comments

Today, we celebrate International Women’s Day. It is an opportunity to shine the spotlight on women and their successes. This year’s theme is #Breakthebias: Inspiring women to break down the barriers and feel empowered to pursue their goals. This is certainly a topic which resonates with me. As a financial advisor, I strive to empower women to look beyond all the complexity and focus on the ultimate goal of financial independence.

Racine Financial

37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada

admin@racinefinancial.ca
905 885 0815

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