Products & Services
While financial and investment planning is a consultative process, individuals ultimately need to look to the financial services industry to attain the right products to fit their individual goals and circumstances. As an independent financial services firm, RFM prides itself on our commitment to our clients in not offering any proprietary products. This allows us to search the market with the greatest degree of objectivity to find the product and service providers that best meet client needs and not be limited in any way.
At RFM, we are free to search the market for the best:
- Mutual Funds
- Registered Savings Plans (RSPs)
- Registered Retirement Income Funds (RRIFs) & Annuities
- Registered Educational Savings Plans
- Guaranteed Investment Solutions
- Private Client & Trust Services for High Net Worth
- High Interest Savings Accounts
- Investment Loans
- Mortgages
- Insurance Solutions*
* Rattenbury Financial Management Inc. (RFM) is a Mutual Fund Dealer and Member of the Mutual Fund Dealers Association of Canada (MFDA). While Representatives of RFM are dually licensed in order to provide insurance solutions to manage insurable client risks, RFM is not responsible for such activity as this is the jurisdiction of the insurance sponsor of the particular Representative involved.
