Introducing Rathwell Financial

John Rathwell of Rathwell Financial in Red Deer leads a family office that helps families. John has more than 35 years of financial services experience, starting with a decade at a major Canadian bank, followed by another at a large independent investment dealer, and, ultimately, more than 12 years running an independent practice. A perennial top performer, he has a proven record of delivering on and exceeding client expectations. John is IIROC licensed with the Chartered Financial Planner and Chartered Investment Manager designations.

Rathwell Financial is a family run business with the motto: “family helping families”. John’s family business includes Jonathan Rathwell, who has 10 years of experience, and Jordan Rathwell, who recently joined the team. They are committed to providing holistic financial planning services tailored and personalized for their clients.

As an independent office with Raymond James Ltd., John and his team are in control of determining the best investments for their clients, and they are not limited or restricted to dealing with just one company. Why would anyone settle for the limited choices at a local bank versus having access to all the banks and investment companies?

John and his team help clients define their financial goals, review their tax returns and estate planning documents, then develop an individual strategic plan for the client and their family. New clients come to Rathwell Financial through referrals from happy clients, and they stay for the performance and service.