Ravens Rock Wealth And Estate Planning

06/02/2026

We're growing!!!!

We are excited to welcome Lily Hosseini to the Ravens Rock family. She will be fulfilling the role of Administrative Assistant working closely with Courtney our Executive Assistant.

A more formal announcement will be forthcoming through a mailchimp email to all our clients who are signed up for our newsletter.

Please feel free to check out her LinkedIn bio for now.

https://www.linkedin.com/in/lily-hosseini?utm_source=share_via&utm_content=profile&utm_medium=member_android

05/28/2026

In attendance at my MDRT Mastermind meeting. Our guest today is Caitlin with RBC.

Are you a partner in a firm with share ownership in the Corp? When was the last time you reviewed your Disability or partner buy out agreement?

05/21/2026

Sitting in on high net worth strategies using the advantages of life insurance.

The days of life insurance are not just for final expenses any longer. Llife insurance policies have evolved so much over the years and are being used to now maximize a families net worth and Legacy.

Reach out if you want to learn what we know and weave I to our clients financial security plan.

05/20/2026

Having Lunch with a few colleagues at Michael and Marions for higher end wealth strategies with Manulife as the host.

05/14/2026

Great meeting today in the Falls with a client who's planning to retire on his birthday next year. Excitement was definitely in the air planning for his big day. Some advanced wealth strategies were discussed and the one they loved the best was cutting the tax management out of a big share of their retirement income. No one likes paying the tax man!

Now, just winding down from a long and exciting day at the Marriott with a Falls view. Enjoying thier infamous carot cake and decaf coffee.

Tomorrow we have another action packed meetings lineup for annual reviews.

04/29/2026

I got over 10 reactions on one of my posts last week! Thanks everyone for your support! 🎉

03/28/2026

Sitting in on the the Blue Jays home opener tonight against the A's at the Sydome, some like to call it the Roger's Center, I dont know why. Box seats compliments of HUB Capital.

Big shout out to the Jays biggest fans Meg Tuck Al Tuck

03/26/2026

Keeping you in the Know!

Tax time

A little on the lengthy side but well worth the read. Many of our clients always look for the simple explanation, which we gladly provide but knowing what happens under the hood is what we do to assist our clients to see the simplicity of their investment. As you will learn, LOTS of information and moving parts are involved with getting you the RIGHT rate of return. This is why we take the time to help you understand and educate you why a certain portfolio or mix of managed investments are best suited for you.

Have questions about your current portfolio or retirement plan? Reach out we're here to help navigate you in an understandable and comprehensive way. Meeting your expectations is our goal and our fiduciary obligation.

03/22/2026

03/18/2026

The race in life is only with yourself. Every decision you make is the right one, either for benefit or for learning.

Ravens Rock helps through financial guidance on your path to your desired goals and dreams.