Dale Rabbie Financial Services is proud to offer the full suite of products and services as selected and approved by our private securities dealer, Rethink and Diversify Securities Inc. We encourage you to follow the link to Rethink and Diversify (R and D as we like to say) where you can view the team of Dealing Representatives that span from Ontario to British Columbia presently.
As an Exempt Market Securities Dealer, R and D is constantly reviewing new opportunities for investment. Each opportunity must go through a rigorous Due Diligence process whereby the efficacy of offering is proven. If it is determined that the investment opportunity adds value to our suite of offerings, then it is added and we are able to offer it to our clients. At the client level, we then will consider carefully which investments will add value and diversity to your portfolio……each one must be right for you before we will consider to offer it!
It has long been understood that the truly wealthy among us invest quite differently. If we consider a “pension fund” like CPP or Teachers, we know that their strategy includes far more than stocks, bonds and mutual funds. Private Wealth Management (or Private Portfolio Management) may more closely resemble these strategies of the large pension funds. But for the mass affluent, these options have not always been available. At Rethink and Diversify, we are able to offer Canadians a choice of leading Private Portfolio firms who will tailor a program to meet your specific needs. In many cases, these funds limit the exposure to the publicly traded markets by diversifying into hard assets such as real estate and they may have the ability to hedge against the volatility of the public markets by holding cash positions. By being part of a larger dealership, we have access to refer our clients to these services that are often restricted to the very wealthy.
Whether you are seeking a full portfolio management service or simply the very best rates on a Guaranteed Investment Certificate; Dale will be pleased to guide you toward the very best options.
All private securities are offered through “Rethink and Diversify Securities Inc”.
What We Do? - Dale Rabbie Financial Services Inc
Please call or email for an appointment
45 Borland Drive, Carleton Place, Ontario, Canada K7C 0K8
09:00 a.m. – 05:00 p.m.