Our team has the collective expertise to advise you both personally, and professionally. 

Our team of professionals will listen to what’s important to you, understand your priorities, and define your investment solutions. Working together, we offer the highly personalized services that will help you grow and preserve your wealth, manage the complexities often associated with wealth, and bring your financial vision to life. We take pride in our values: 

  • Your Trust earned through attention to detail
  • Integrity and honesty
  • Transparency
  • Our expertise in financial planning and investment portfolio construction
  • Diverse Team, Diverse Clients
  • Backed by BMO Private Wealth Capabilities

 

Meet the Team

 

 

 

Good Portfolios Start with Understanding You 

At The Rigney Group, we guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you to navigate you through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.

It all begins with you.

 

 

 

Our Strategic Wealth Management Approach and Disciplined Process - it's ALL ABOUT YOU 

 

Customized Solutions

Our Clients are confident that they will always be well informed and prepared to make wise decisions about their future.

(Cashflow, Time Horizon, Impact of Loss, Return Needs, Retirement, Estate Wishes, Asset Purchases, Lifestyle)

Strength of Advice

Through our methodical and sensible process to understand your needs, we offer you :

a robust financial planing, on-going portfolio review & adjustment and coaching long-term plan through cycles.

Leading Research Platform

BMO top-ranked equity & economic research and corporate debt strategy is widely recognized for its high quality and independence. You have access to the thought leadership of the research team at BMO Capital Markets to stay on top of the global economy and financial markets analysis and forecasts.

 

Our Investment Approach

 We Provide Wealth Management Services to Executives, Newcomers and International Clients, Neurodiverse Individuals, business owners and 2SLGBTQIA+

 

 

 

We help you achieve and maintain financial prosperity through our comprehensive suite of personalized wealth management services.

 

 

“We really enjoy our get-togethers and learn so much each meeting. I sure look forward to the next one and to get all of our assets moved to your team.”

 

Senior Print Specialist, Project Manager

“We have happily recommended Jennifer to members of our family, who are now very pleased with her services. We would recommend Jennifer without hesitation to anyone in need of financial advice.”

Retired Bank Executive, Retired Government Planner

See more of what our clients have to say

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments