These are the echo boomers, they are revered for being the optimistic and focused generation. They grew up in a digital environment and have never known a world without computers so virtually all their information and most of their social interaction is through digital online means. Millennials love to work in groups or specialized teams and with unlimited access to information; they tend to be more assertive with stronger views than that of previous generations.

You have flown the coup several years ago, you have a great post secondary education and are now in the beginning stages of you your professional career; some of you have already started a young family. One thing seems to be lacking though which has been on your thoughts for a little while, the ability to connect the financial planning dots.

Ravens Rock recognized this minor shortcoming several years ago; so, to assist you we established a ‘Millennial Advisory Board’ to learn more of what is important for your generation and how to guide these smart, fascinating, and entrepreneurial minded Canadians.

We have listened and have built unique strategies around your exclusive stage of life and we are here to share them all with you.

Services

Getting Started

The most critical aspect of planning for your financial security future is to START, and start immediately, time waits for no one and nor should you. There is a plethora of information floating around the information superhighway and it can be somewhat confusing or conflicting. Ravens Rock helps you zero in on YOUR needs, YOUR unique situation and guides you with proper sound financial advice.

contact us now!

Getting Started

Family Planning

You are at a critical stage of the financial planning process; most Millennials have allowed their financial planning to take a back seat since the pitter patter of little feet now sound on the hard wood floors. Your financial planning does not have to stop or even slow down, we show you creative ways to manage the intricate balancing act.

contact us now!

Family Planning

Making Millennial Millionaires

We have developed the Ravens Rock Millennial Maneuver (R²M²) wealth strategy. This concept is revered amongst our Millennial clients since the mechanics of the process is so simple, so easily understandable, and so ridiculously easy to follow that they have said it should be taught in schools. We show you how to make ‘money’ your best friend, your invisible behind the scenes wealth-making machine and your dream making achiever.

contact us now!

Making Millennial Millionaires

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Get Started With Establishing An Emergency Fund

Emergency FUND

knowledge base

knowledge base 1

Every client engagement begins with the 6 step Financial to a Planning Process and will receive a customized...

read more

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 2

Every client engagement begins with the 6 step Financial to a Planning Process and will receive a customized...

read more

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 3

Every client engagement begins with the 6 step Financial to a Planning Process and will receive a customized...

read more

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

Every client engagement begins with the 6 step Financial to a Planning Process and will receive a customized...

read more

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

Every client engagement begins with the 6 step Financial to a Planning Process and will receive a customized...

read more

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.

Get A Quote Now

Lorem Ipsum




This generation envision the world as a 24/7 place; they want and expect fast and immediate processing. Millennials prefer aligning themselves with companies committed to social causes and by turning those products and services into an experience that they will want to tell and share with their friends. Lastly, and not forgotten Millennials love to travel, are driven by social causes, and are concerned with making a difference in the world.

What Millennials 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

"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

Christopher from Ravens Rock has worked with my husband and I now for the last 8 years and with each new chapter for our growing family, Christopher has always put the wellbeing of our family front and centre when helping us understand and choose the most appropriate insurance to meet our specific needs. We greatly appreciate his exceptional knowledge and expertise; it has made the process easy to understand and allowed us to select policies that we were confident in.

Annaliese V

When it comes to investments and life insurance policy, it was the most challenging, undesirable, and nerve-racking decision to navigate. For years, Chris at Ravens Rock has guided us through choosing the best plan for personal investments that have proven to be successful providing excellent returns within our desired risk level and flexibility. Chris is honest and down to earth, there is no pressure, and he explains everything in detail to ensure full disclosure and no misunderstanding. We’re glad to have met Chris and look forward to a continued relationship for many more years to come. Thank you!

Blair H

"I have been working together with Chris for about 4 years now and as an individual who came to him with no investment knowledge, he was very thorough and helpful. He explained to me the exact process and we worked together to figure out what the best option for me was. Now 4 years later, Chris is there whenever I need to reach out and he always updates me with any new information regarding my investments. I would highly recommend Chris to anyone wanting to feel "taken care of"

Tyra H

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.