Our client experience, financial planning knowledge and proactive mindset enables our clients to have peace of mind, feel empowered and have increased confidence throughout their lives. Founded in 2014, in Port Hope, Northumberland County Ontario, Racine Financial was created to provide comprehensive financial planning and unbiased investment management for families in business who are seeking greater clarity on which path to take.
As the owner of a family business I understand the challenges and opportunities that arise when families are in business together. When I launched Racine Financial, we shifted to primarily working with family businesses. Whether it be couples, siblings or children working with their parents, it has proven to be very rewarding.
As the owner of a family business I understand the challenges and opportunities that arise when families are in business together. When I launched Racine Financial, we shifted to primarily working with family businesses. Whether it be couples, siblings or children working with their parents, it has proven to be very rewarding.
Services
Racine Financial offers fee-only investment management, comprehensive financial planning and risk solutions. Founded in 2014, Racine Financial was created to provide guidance to existing, aspiring and retired business owners. We cater to clients with greater than $500,000 of investable assets or $200,000 of combined family income.
Financial planning is the exercise of discovering how our financial lives match up with our own unique goals. A financial plan or roadmap keeps us accountable and helps us to measure our success and ensure that we are on the right path. We analyze your personal and business attributes and match these to your objectives.
At Racine Financial, we believe that business owners should use insurance as a tool to protect their business and family. We perform a personal and business protection review to better understand your desired outcomes if you were to experience a health issue or pass away unexpectedly. If you were to die unexpectedly, would your family be able to support their currently lifestyle?
At Racine Investments of Aligned Capital Partners (ACPI) we are stewards of our clients' wealth. We do not leave investment decisions to chance. At Racine Investments of ACPI, the foundation of our investment management process is our well-defined investment philosophy. Our philosophy is based on our need for clients to have independent, transparent and unbiased advice.
The Women & Wealth focus at Racine Financial was created to provide a path forward for women who are facing a crossroads. Our focus is to partner with women who are experiencing a significant change in their lives, whether that be the loss of a loved one, a separation, or a career change. Our planning expertise has shown great value to women who have a growing income or accumulated wealth.
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