About Racine Financial Ltd.
Reviews for Racine Financial Ltd.
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Racine Financial Ltd. is a fee-only investment management and financial planning firm founded in 2014. They cater to clients with greater than $500,000 of investable assets or $200,000 of combined family income, serving many family businesses in various counties in Ontario, Canada. Racine Financial's mission is to help business owners thrive. The firm is praised for its personalized service, clear financial guidance, and strong community involvement. Clients appreciate the team's expertise, accountability, and dedication to ensuring their long-term and short-term financial goals are met. With the support of John Racine and his wife Jemma, Racine Financial provides a confident and trustworthy financial planning experience for its clients.
John Racine, a master of making it easy to interpret finances and always taking the time needed to ensure I am confident in decisions making. True local talent, with the assistance of his wonderful wife Jemma alongside for anything at anytime and firm on their expansive knowledge helping me feel confident. Investments large or small, I have always felt that John has a clear understanding of what works for me personally and will without hesitation support my long term and short term goals.
We have had a great experience with the Racine team. We were looking for a Financial Advice team who would help us plan our financial future, give us confidence and information to make the right decisions, as well as help to keep us accountable. Moving from a roboadvisor, knowing there is someone to call (or who calls us) to check in on the plan helps to ensure we are heading in the right direction.Thanks John and Jemma!
Top notch and personalized service has been my experience with each and every person at Racine Financial. It's also fantastic that they're enthusiastic supporters of the local community. It gives me great confidence to have a caring team to help with our financial needs.