About Rankine Financial

Rankine Financial

 

Rankine Financial is the company by which Jeff Rankine and his team have provided financial services to clients since 1998.  

These services include financial planning, investment planning, insurance planning, tax planning, tax preparation and coordination, and mortgage referrals.  

As dictated by the plan, the investment and insurance requirements can be purchased through Jeff*, and referrals are made to other professionals for mortgages and income tax preparation.  

* Securities products are purchased through Rankine Private Wealth Management of Aligned Capital Partners Inc.  Aligned Capital PartnersI is a member of the Investment Industry Regulatory Organization of Canada (iiroc.ca) and the Canadian Investor Protection Fund (cipf.ca). Click here for more information.

 

Our Team

 

Jeff Rankine, BA, DAcc, CPA, CGA, CFP®, CIM
Chartered Professional Accountant

Certified General Accountant
Certified Financial Planner
Chartered Investment Manager
 

  • Wilfrid Laurier University Alumnus.
  • Bachelor of Arts (1989) and Diploma in Accounting (1991).
  • Certified General Accountant (since 1997).
  • Certified Financial Planner (since 1999)
  • Chartered Investment Manager (since 2016)
  • Former Revenue Canada Tax Auditor for over seven years.
  • Working full-time as a financial advisor since 1998.

 

Resources

 

File Management Login

File Management System

 

 

 

 

 

 

 

 

 

 

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