Reviews for Racine Financial Ltd.

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  • Dec 2023

    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.

  • Apr 2023

    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!

  • Feb 2023

    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.

From Racine Financial Ltd.

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. We serve many family businesses in Northumberland County, Durham Region, Peterborough County, Kawartha Lakes County, Hastings County and Prince Edward County, but can help your family business wherever you are in Ontario, Canada. Our mission is simple: to help business owners thrive.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Racine Financial Ltd.

37 Walton St #201, Port Hope

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