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Dwayne Rettinger is a Certified Financial Planner (CFP) and an Executive Financial Consultant with IG Private Wealth Management. Based in Oakville, Ontario, Rettinger has more than two decades of experience in the financial services industry. He has been with IG Private Wealth Management since 2007 and leads Rettinger & Associates Private Wealth Management.
As a CFP,
Rettinger’s mandate is to ensure that detailed financial planning is integral
to every decision a client makes. Whether that means making a major purchase,
running a business, taking on debt or saving for retirement, his goal is to
make sure clients are in a healthy financial situation and are never exposed to
unnecessary financial risks.
You place detailed financial planning at the
centre of every client decision. Why is it so important?
Dwayne Rettinger: Navigating the investment world is complex and
every client needs a road map of sorts so that each financial decision is
carefully thought out and implemented. A financial plan ensures that clients
know their short- and long-term goals. The plan also helps me as an advisor
select investments that are right for the client, depending on their individual
situation. For instance, a registered retirement savings plan can be a helpful
savings vehicle for retirement, but also has shorter term tax planning
advantages.
You’ve been with IG Private Wealth Management
since 2007 and now have your own team Rettinger & Associates, what are the
keys to leading a team in the financial services industry?
Dwayne Rettinger: My team consults with individuals, business
owners and executives on the spectrum of investment decisions that helps them
build and protect their wealth. I have an incredible team that takes care of
the details, so I can keep an eye on the big pi… Read More
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