Bridging the gap between where you are now and where you want to be in the future
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Racine Financial works with you to construct a plan that enhances your current life and promotes long-term financial security into retirement. As your advisor we are here to answer all your questions, provide ongoing advice and help increase your overall knowledge about money.
Nurturing long-term relationships with our clients is essential to the way we do business. As your trusted advisor, we support you during all stages of life. Racine Financial has been giving financial advice for 2 generations, and will remain a long-term fixture in this community.
Who We Are
A team of professionals who are passionate about delivering solutions to our clients. We look out for what’s best for you. Racine Financial is your
How We Help
We have created an experience that will alter the way you think of and manage personal finance. From the moment you first sit down with us, we
Why Choose Us
We shine when we have an opportunity to look at the big picture. In most people’s financial lives there are many moving parts, and we believe
John Racine – Financial Planner
Johnathon applies his expertise as a financial planner to help clients in all stages of life. John stresses the importance of advice for small business owners as they face many challenges including succession planning, retirement planning and managing risk for owners and key employees. As the principal of the firm he is involved with managing the day to day operations of the business. John believes the best way to reach a goal is with a plan.
Paul Racine – Financial Security Advisor
Paul always has an emphasis on risk management when discussing financial planning with his audience. He is a great resource for clients nearing and in retirement given his 40 years of experience. Paul is the founder of this business and has been an active member of this community through his work on many Boards and charities.
Jemma Racine – Financial Planning & Operations Manager
Jeff Caine – Financial Advisor / Marketing
Jeff works to enhance the client experience at Racine Financial as our communications expert. As an advisor, Jeff sees tremendous advantages to getting a jump on financial planning as early as possible. Jeff is also in a support role with our Financial Planner Johnathon.
Debby Racine – Client Relations
Debby works with existing clients to facilitate any administrative duties and enquiries. She is the first point of contact for our high net worth clients who are looking for information in regards to their pension plans, insurance contracts and other planning vehicles. Debby is currently our Individual Pension Plan (IPP) expert and Compliance Officer. With over 20 years experience she provides a clear leadership role within the company.
Margie Woods – Client Relations
Margie is our go-to on all new business administration and client service at Racine Financial. Margie has over 35 years in the business, with an extensive background in Banking, Lending and Financial Planning. Margie is the first person you meet when you visit or call our office. Margie currently lends her knowledge of cash flow management to our new and existing clients.
37 Walton St, L1A 1N2
Port Hope, ON, Canada
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