Barry LaValley joined the Martin & Reitknecht Advisory Group in February 2020 and highlighted the non-financial aspects of retiring. Our clients went home with a copy of Barry's book titled 'So You Think You Are Ready To Retire?' which includes many exercise that help to view retirement holistically. A valuable topic and successful event enjoyed by all!
Martin & Reitknecht Advisory Group
We're Smart, We're Honest, and We Care!
Personalized support
Welcome to the Martin & Reitknecht Advisory Group. Our team of dedicated financial professionals has the knowledge and tools to service clients with a full array of financial advice. From managing investments and building comprehensive financial plans, to providing insurance solutions and estate planning services. Backing up the team are the resources and financial strength of National Bank of Canada. Whether you are focused on growing your wealth responsibly before retirement or focused on wealth preservation and tax efficient income in retirement, our team can manage your financial affairs at all stages of your financial journey.
Discover our company
Our purpose
Mission Statement
The Martin & Reitknecht Advisory Group is committed to the long-term, prudent accumulation of wealth for our clients and their families, and to conducting our practice with the highest standards of integrity and professionalism.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
Advice for life
At the Martin & Reitknecht Advisory Group we believe in a personalized advisory approach based on your life goals and events.
Goal-setting is a powerful process for you to think about your ideal future. We work together to motivate you and turn your vision of this future into reality. The process of setting goals helps you choose where you want to go in life and what priorities are key to achieving your vision. Along the way there are major life events that can change your circumstances, but we will always take action in response to the event and ensure your goals are aligned with your new vision.
Past Events
Our Team partnered with Dynamic Funds in October 2017 to host a dinner presentation on Tax Essentials at the Harbour Banquet Centre in Oakville. We were thrilled to have renowned Educator and Best-Selling Author, Evelyn Jacks, as our keynote speaker. Topics covered: •Year-end tax planning and wealth planning •Your relationship with CRA •Changes to private corporations •How to arrange your income sources in order to pay the least amount of tax
Sharing the Family Cottage seminar held in September 2017 allowed our clients to learn about: Keeping the cottage in the family, Sharing the joy/burden of a cottage, Sharing the costs, Creating a Cottage Agreement , Avoiding adversity
