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.
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.