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RISE TO THE CHALLENGE.

REACH YOUR FINANCIAL GOALS WITH RISER FINANCIAL.

Learn how we can help   |  

Contact us to get started

Clarity. Guidance. Peace of Mind.

Success comes when you engage regularly as life unfolds.

At Riser Financial, we can help you stay focused and make the best financial decisions by helping you coordinate your lifestyle and financial goals. Through education, best tax practices, sensible investing and insurance solutions that minimize risks, we will help you rise to the challenge and reach your financial goals.

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience, and strive to ensure excellent service.

Meet the Team

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Visit the Client Centre
     


Clarity.

It's the "how" that matters. See how we help you reach your goals..

Guidance.

You are not alone. See our solutions to guide you towards financial freedom.

Peace of Mind.

Stay Informed. Read these insights and articles to ease your worries.

Let's Get Started!

Getting started is easy. Contact us today

Our Latest Insights & Articles

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ABOUT RISER FINANCIAL

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Contact us today to get started


Mark Richards Photo

Mark Richards

SENIOR FINANCIAL ADVISOR
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Mark Richards, MBA, CFP®

Senior Financial Advisor | Manulife Wealth Inc.
Life Insurance Advisor | Manulife Wealth Insurance Services Inc.


Mark is an experienced financial advisor and holds a Certified Financial Planner designation partnering with clients and families since 1999.

Mark believes that wealth is built over time and works with clients to construct a customized financial strategy to provide greater security and simplicity. Part of a team of experienced colleagues, Mark aims to build tailored investment portfolios that are diversified and concise and managing the assets to execute the overall plan effectively. Mark's areas of expertise include retirement income planning with comprehensive family investment and wealth management.

Outside the office Mark enjoys spending time with his dogs, mountain biking, and exploring unknown places around the world with his wife.


Mike Fraser Photo

Mike Fraser

SENIOR FINANCIAL ADVISOR
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Mike Fraser, CFP ®, CIM

Senior Financial Advisor | Manulife Wealth Inc.
Life Insurance Advisor | Manulife Wealth Insurance Services Inc.


A strong desire to build long-lasting relationships with his clients and help them pursue their financial goals is what led Mike to become a financial advisor in 2005.

Mike enjoys the process of guiding and educating his clients through the wealth management process. From accumulating wealth during your working career to generating an income from those savings in retirement, Mike and the team at Riser Financial manage each step along the way so that their clients can focus on what they enjoy most.

On the weekends you can find Mike patrolling the blue line for his hockey team, working on his vintage Airstream or with his wife and two kids camping somewhere amongst the trees and water.


Irene Dunn Photo

Irene Dunn

Administrative Assistant
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Irene Dunn 

Administrative Assistant | Manulife Wealth Inc.


Irene entered the financial securities industry in 1994 working in Administrative Assistant and Compliance roles. 

Irene has been a core part of the team at Riser Financial since 2017 as the Administrative Assistant and ensures that each client receives personalized and professional service.

During her time out of the office she enjoys spending time with her husband and son, especially on family vacations, supporting her son’s hockey team, watching a good Netflix binge and spending time with friends.



Our Wealth Management Process

We strive to keep things simple, creating a plan that brings together all the components of your financial and personal circumstances. 



Understanding You

Our first consultation provides the chance to get to know each other. We begin to pin point the variables that will shape your financial strategy– your goals, your dreams and your long-term expectations. There is never a cost to meet with us, nor are you under any obligation after this initial meeting.

Detailed Analysis

We review your family assets, including RSPs, real estate, foreign investments, non-registered assets, and pension entitlements. We then look at your income, liabilities, insurance needs, and real estate goals so we have a complete representation of your financial situation.

Design Plan

We prepare a thorough yet easy-to-follow strategic path that will form the basis of your long-term financial strategy. This document, which is uniquely prepared for you and your circumstances, is presented in an easy-to-understand, written document.

Implement Plan

We implement and manage the investment plan according to your chosen financial path. We also collaborate with the other professionals in your life to help address all your planning and estate requirements.

Periodic Review

We meet with you on a regular basis to review your plan, discuss relevant life changes, and consider possible adjustments to your objectives and your long-term plans.

Ongoing Communication

We continually monitor your plan, staying in contact with you through regular phone calls, and e‐mails and of course, face to face meetings.




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OUR SERVICES & SOLUTIONS

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


Investment Solutions

Investment Solutions

Whether you're investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
Planning for Retirement

Planning for Retirement

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

CONTACT US TO GET STARTED TODAY!
Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

TRY THESE ESTATE PLANNING RESOURCES
Insurance Solutions

Insurance Solutions

It's not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection
 APPLY ONLINE OR GET A QUOTE NOW! 
Banking Solutions

Banking Solutions

Banking today is about instant access – whether you're paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. We can provide advice on how banking works with your overall financial strategy.

Group and Business Solutions

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance

For more information on services and solutions for your financial needs...

Contact Us Today

CONNECT WITH US

Getting started is as easy as 1,2,3!

Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client. Our website and articles are a great place to start. When you are ready, follow these three steps.

Step 1

Contact us today to set up a complimentary consultation in-person or online with the form or email below. Yes, it is that simple! 

Step 2

At your first in person meeting, we work with you to make sure we understand your unique situation, your values, goals and concerns. We will also collect your financial documents that will allow us to complete our analysis.

Step 3

We will analyze and review your unique financial strategy with you, and when you are happy with the results, we begin to implement the road-map.  We work closely to tailor your plan to the time you have, and the financial goals you want.


For your convenience, send a message with the form below, call or email us today!

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