About Us

Welcome to Rettinger & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

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Giving Back

We believe in giving back to the communities in which we live and work. Individually, and as a team, we’re dedicated to supporting numerous causes and contributing to a variety of organizations.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Rettinger & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

Intergenerational Wealth

The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.

Our Team

As a financial consultant, Dwayne has done a fantastic job in providing us with options and different alternatives to meet our goals. In the very few cases where it was required to dive very deep into areas, Dwayne has always found experts to help our understanding and make sure we have all the information we need.
He is personable, professional and offers end to end advice. We enjoy working with him and feel we are well on the path to our goals.

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Education Centre

IG Private Wealth Management |
What a difference three months can make. The first quarter of 2022 was a stark contrast to the way markets ended 2021. Many equity indices went through a correction, bond yields climbed sharply (meaning bond prices fell), while central banks began raising rates.
IG Private Wealth Management |
A vacation property—whether it’s a cottage in Muskoka or a chalet at Tremblant—is a valuable asset, not just in terms of the real estate, but also as a place that holds years of family memories. For many Canadians, passing the property to the next generation is a priority, but there are significant tax and non-tax-related considerations associated with keeping that cabin or condo in the family.
IG Private Wealth Management |
A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them.

Videos

2022 Market Outlook: Rapid reopen to normalization

Our Chief Investment Strategist Philip Petursson discusses economic growth, equity market returns and inflation in his 2022 Market Outlook.

IG Wealth Management - Sustainable investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

Does your financial plan answer your ‘what ifs’?

Have you ever thought about your future and wondered ‘what if?’ Now imagine if you could explore those different ‘what ifs’ with your advisor, and instantly see the impact on your financial well-being. Introducing the next generation IG Living Plan.