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 |
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
IG Private Wealth Management |
if you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return
IG Private Wealth Management |
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.

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.