Boomers ushered in the buy it now and use credit mentality, they found themselves often too busy for much neighborly involvement, yet they express a strong desire to change common values for the good of all. They were certainly the first for many things, the first generation to raise children where both parents were working. The first TV generation, the first to accept divorce as an acceptable reality and the first to begin accepting same sex relationships.

Baby Boomers are optimistic, team-oriented, and driven to succeed. They accept that technology has an inherent learning curve, and they tend to be more positive when it comes to authority figures, hierarchical, paternalistic structure, and traditions. This is one of the largest generations in history (In Canada 9.6 million people) or close to 3 Canadians out of 10 (29%), were baby boomers. They are the first generation to use the word “retirement” to mean being able to enjoy life after the children have left home. Instead of sitting in a rocking chair, they go skydiving, exercise, and take up hobbies intended to increase their longevity.

Services

You’ve made it this far, after 30 + years of being in the work force your are just about to retire or you have officially hung up the proverbial skates to take on life’s new challenges. Ravens Rock’s goal is to assist you with all that you need to know moving forward in this stage of your life.

Your Financial Focus Is Now…

Retirement & Lifestyle

Ravens Rock has listened to our clients for nearly two decades, specifically our Boomers with understanding their goals, retirement dreams and life’s little nuances of what is profoundly important to them. Being a niche market financial advisory firm reassures our Boomers that we understand, know, and can assist with making their retirement dreams a reality.

About to Retire

Ravens Rock is the sounding board, the information gatherers, and the solutions-based enabler for our Boomer clients. We have developed and follow a strict systematic process that envelopes all aspects of the financial planning process custom tailored to each individual or empty nesters household. Some of the key topics asked during a discovery meeting include:

  • How much money will we need during our retirement ?
  • What tax implications will all sources of our retirement income be subjected to ?
  • How much will we need monthly to live out our retirement expectations ?
  • How do we preserve our investment capital ?
  • How long will our investments last ?

Your Golden Years, Family and Estate Protection

Managing our client’s wealth for nearly two decades we have learned a few things and in this specific area of financial planning is where Ravens Rock truly shines as an industry leader. We are experts in the field of Estate Planning, and we have partnered with large enough industry carriers and other local/ regional professionals to deliver highly specialized wealth transference concepts.

Putting your trust in Ravens Rock is like enjoying that rare liquor in your house, you have ‘Top Shelf’ and then you have ‘Locked Cabinet’. Ravens Rock is the key to the ‘Locked Cabinet’.

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knowledge base

knowledge base 1

5 years away from retiring – the do’s and don’ts of what to do

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knowledge base 2

Your last day @ work… Now WHAT?

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Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

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knowledge base 3

Getting your financial affairs in order

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Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing.

Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

knowledge base 4

Focused spending – What to expect from your multiple sources of income

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Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

knowledge base 5

Assisting and setting up your legacy

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Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

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What Baby-Boomers Say

The following are just some of the many testimonials we have received over the years.  The greatest gift we can receive is the introduction to a friend or family

Chris has been my financial advisor for over 10 years now. I have found him very efficient and knowledgeable in the products he offers. He suggested alternatives to me on my investments that are in my best interest. I am very pleased with the outcome of these investments. I find Chris is reliable at returning calls within a short period of time and responds to my requests immediately. He is a very trustworthy agent.

Ruth L

We decided to remove my pension from my employer and have Raven Rock manage our funds. We met with Chris and discussed our options. We decided to go with Ravens Rock, Chris arranged our funds transfer and set up our pension. Chris was excellent when ever we had a question or concern, he was quick to respond with the answers we needed. We also recommended Ravens Rock to a few friends who have used Ravens Rock for their needs.

John and Sofia H

"Ravens Rock...what can I say. We had no experience with a Financial Advisor, then along came Chris. We explained what we had, what we needed, sent him on his way to work his magic. He drew up a plan, explained everything to us and away we went.... best decision we ever made. Chris is understanding of all aspects of our changing situations and details the best steps to be taken to achieve our goals. So glad we found him."

Candi W

"Since about 2010 we are getting a personal advice as he is managing our RRSP plans. And not only that, we also received valuable advice about retirement planning, life insurance and tax situations. We would recommend to any family to get a wealth/ retirement advisor; and of all advisors Chris is the best. Many times, my wife and I sat together at the table and spent time with Chris looking over our finances and future prospects. Chris and his company are highly organized, everything is getting done on time. Also, we feel and trust that he has our best interests in mind, meaning no hidden upsell or offers of some extra policies. Thank you, Chris!"

Igor and Olga K

"Chris is extremely knowledgeable and personable in all financial matters. He assisted my husband in getting his pension funds transferred over from the UK, which was a complicated process, but he persevered and came through for us when others we consulted did not know what to do. We are confident that we are well on track for our retirement needs. That is mostly due to Chris’ great advice. I would not hesitate to recommend Chris /Ravens Rock to anyone who wants to invest and build for their future. He goes above and beyond."

S. Drummond

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner

Our Process

Developed over many years of practical experience our process follows the simple guidelines of Understanding and Discovery, Collaboration, Review and Implementation. Last but not forgotten, the key to our successful relationships is the Follow Up and Scheduled Reviews.

Step 01

Understanding & Discovery

  • Initial Meeting
  • Information Gathering
  • Goal Setting

Step 02

Collaboration

  • Build The Team
  • Detailed Analysis
  • Recommendations
  • Build The Solution

Step 03

Review & Implementation

  • Disclosure
  • Report Findings
  • Present Solution
  • Highlight Benefits
  • Impliment

Need To Know More?

Reach out to us so we can schedule a discovery meeting at a time and date of your convenience.