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

As we move toward the end of the year, we approach the season of giving. Many Canadians also increase their charitable giving during this period. However, not everyone is maximizing their giving in the most tax-efficient way. Whether it’s a continuation of donations made throughout the year, or an initial donation, there are several strategies to consider when donating prior...
With the physical distancing measures in place due to the spread of the COVID-19 virus, many Canadians are now working from home. If working from home is new for you, you may be wondering whether there are any tax deductions you can claim. As well as which expenses would be eligible and what documentation would be required. Read More
Separating from a spouse or common-law partner can be an emotionally difficult and complicated experience. Relationship breakdown is also one of the most significant, and often unexpected, financial planning risks a person can face. That’s why it’s critical that you understand how a separation or divorce may affect your financial well-being and succession plan. Read More

Videos

What you need to know about coronavirus market activity

Featuring Bill Chornous, IG's Senior VP of Investment Strategy.

Market Volatility – Fund update (Martin Downie, CFA)

Martin has more than 30 years of investment industry experience. During this time he has established a proven track record based on a sound investment discipline and process.

Market Volatility - Fund Update (Les Grober)

Les has led investment teams through multiple market cycles during his 25+ years in the fund management industry.