Principles Commitment Integrity
Who We Serve
Small Medium Businesses (SMB)
Inter-generational Wealth Transfer
Advanced Wealth Strategies & Concepts
Christopher Rovert, President
Christopher Rovert is an independent financial advisor and the President/ Founder of Ravens Rock Wealth and Estate Planning Limited. His acute areas of market specialization encompass consultations with middle to top corporate executives, individuals who are employed in a professional occupation, and business owners. Chris’ area of expertise resides in estate and personal/ business planning in addition to maximizing tax effective intergenerational wealth transfers.
Chris believes in a transparent consultative approach focused on his client’s needs. Having built strong client relationships over many years has allowed him to professionally grow his business and expand in key specialized areas. Chris brings a wealth of knowledge to the table as well as a team of professional specialists ranging from product support, taxation, and when needed, legal expertise.
In Chris’ spare time he enjoys living and promoting a healthy lifestyle, Canadian coin collecting, scuba diving, and spending time with his wife Samantha and their two Alaskan Malamutes Breeze and Thunder. Chris volunteers his time to a variety of local charities and sits on the student advisory board at Georgian College with the Entrepreneurs Program.
Courtney Robinson, Executive Assistant
Courtney Robinson is fulfilling the role of Executive Assistant and will be Ravens Rock’s first point of contact. Courtney brings over 13 years of customer service experience with 9 years specifically in the financial industry. She began her career as a Financial Advisor with one of the leading Canadian banks in Canada having obtained her mutual funds license; a cornerstone educational requirement.
Courtney soon after sought out an alternative career path and began working within the administrative side where her business acumen was more inline with her expertise. Courtney’s responsibilities as an Executive Assistant consist of account administrative duties where by leveraging her attention to detail ensures all requests are completed and handled properly. Courtney’s warm and friendly personality allows her to build excellent and strong rapport with clients which enables her to effectively assist them with all their administrative needs.
Courtney resides in the beautiful town of Horseshoe Valley with her husband Steve, two girls Mila and Hadley and their Labradoodle Bentley. She enjoys surfing in the summer and snowmobiling and skiing in the winter.
What Our Clients Say
John and Sofia H
“Chris’ knowledge and advice ensured that my Grandmother was able to live the life she wanted and deserved without having to worry about money. I cannot say thank you enough! Last year I was talking with a friend who had chosen to switch to Chris as well. She was jokingly complaining that she was upset that she had to pay taxes because Chris had done so well with her investments that she made too much money. Oh, what a terrible thing, making too much money! It doesn’t matter if you are a big investor or a small investor, to Chris you are an equal Client, and he does his best for all.”
Igor and Olga K
Need To Know More?
Reach out to us so we can schedule a discovery meeting at a time and date of your convenience.