John Rathwell has more than 30 years of financial services experience, starting with a decade at TD Bank, followed by another at Investors Group, and, ultimately, 12 years running an independent practice. A perennial President’s Club member, he has a proven record of delivering on and exceeding client expectations. John is IIROC licensed with designations as a Chartered Financial Planner and Chartered Investment Manager. In his leisure time, he is a car enthusiast and collector.
Jonathan Rathwell has nearly a decade of financial services and investment management experience. On the day he completed his last exam at college, Jonathan began working at the family advisory office, becoming an IIROC-licensed Advisor with multiple designations – Registered Retirement Consultant, Personal Financial Planner, and Chartered Investment Manager.
Brianna Rathwell has five years of financial services experience. She began her career as an IIROC-licensed Advisor, and has completed the Business Administration program at the Red Deer College. Recognized as the youngest ever winner of the Wealth Professional Young Gun Award, Brianna is a Registered Retirement Consultant and is licensed to sell life insurance solutions.