Join RFM
As a Mutual Fund Dealer, Rattenbury Financial Management Inc. (RFM) offers an independent and stable boutique environment within which an established advisor can both own and control their practice. We provide competent and efficient back office support with a compliance structure that protects both the client and advisor without unneeded hurdles and bureaucracy.
We offer:
- A very competitive and creative flat fee structure, consisting of both an 80/20 grid with an annual cap, as well as an optional 100% payout Associates Agreement.
- Access to all product providers without any proprietary product pressures.
- Experienced individuals to assist in a smooth transition of your business.
- Strategic Alliance and regulatory exemption with Private Client and Trust Service providers for the High Net Worth market.
At RFM we fully understand the pressures you face as an independent business owner. Whether you wish to promote your brand or stand beside the reputation of ours, we are open to discussions with you to determine whether we are a good fit for your business.
To explore opportunities further with the highest confidentially, please contact Ken Rattenbury at krattenbury@rfm.ca or:
Ken Rattenbury, BComm, CFP
President
Rattenbury Financial Management Inc.
1050, 10020 - 101A Avenue
Edmonton, Alberta T5J 3G2
Phone: (780) 423-3623 Fax: (780) 425-1795
