A short 30 minute call is all it takes to begin…
A short 15 minute call is all it takes to begin…
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.
It would be our pleasure to work with you to build a plan for your future.
Comprehensive financial planning for business owners.
Independent and unbiased investment solutions for clients with more than $500,000 investable assets.
Helping ensure business owners protect what matters most.
Have peace of mind knowing your money stays with established institutions you can trust.
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John is the lead Investment Advisor and Financial Planner at Racine Financial. With over a decade of experience in the financial services industry, John is always trying to help clients make wise decisions about money.
Jeff is a Financial Advisor at Racine Financial. Jeff focuses on insurance and group benefits for our business owner clients. Jeff is always working to ensure families have the right coverage in place.
Jemma is an Investment Advisor and Associate Planner at Racine Financial. Money or investing can make people feel uncomfortable and Jemma strives to empower her clients to build a stronger relationship with their money.
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
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