About Us

Welcome!

Principles Commitment Integrity

Ravens Rock Wealth and Estate Planning Limited is a full service financial advisory firm which was founded and built upon principles, commitment and integrity.

Who We Serve

Young Professionals

Just Retired

Empty Nesters

Sole Proprietors

Small Medium Businesses (SMB)

Corporate

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.

Niagara College of Applied Arts and Technology is Chris’ alma mater having graduated cum laude in ‘92 from the Business Administration program with a major concentration in accounting. Chris continues his post collegiate formal education with the Certified Financial Planner (CFP) curriculum offered through Canadian Institute of Financial Planning (CIFP) and the Financial Planning Counsel of Canada. Based out of Georgian Bay (Barrie) and an office in the GTA, he is an established advisor “In good standing” with the Financial Services Commission of Ontario (FSCO).

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.

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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.

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What Our Clients Say

Over the years we have received many awards, accolades and even gifts but nothing is more heartfelt and humbling than receiving an honest testimonial from our valued friends and clients which we are pleased to share a few of them with you.

Annaliese V

Christopher from Ravens Rock has worked with my husband and I now for the last 8 years and with each new chapter for our growing family, Christopher has always put the wellbeing of our family front and centre when helping us understand and choose the most appropriate insurance to meet our specific needs. We greatly appreciate his exceptional knowledge and expertise; it has made the process easy to understand and allowed us to select policies that we were confident in.

Blair H

When it comes to investments and life insurance policy, it was the most challenging, undesirable, and nerve-racking decision to navigate. For years, Chris at Ravens Rock has guided us through choosing the best plan for personal investments that have proven to be successful providing excellent returns within our desired risk level and flexibility. Chris is honest and down to earth, there is no pressure, and he explains everything in detail to ensure full disclosure and no misunderstanding. We’re glad to have met Chris and look forward to a continued relationship for many more years to come. Thank you!

Ruth L

Chris has been my financial advisor for over 10 years now. I have found him very efficient and knowledgeable in the products he offers. He suggested alternatives to me on my investments that are in my best interest. I am very pleased with the outcome of these investments. I find Chris is reliable at returning calls within a short period of time and responds to my requests immediately. He is a very trustworthy agent.

John and Sofia H

We decided to remove my pension from my employer and have Raven Rock manage our funds. We met with Chris and discussed our options. We decided to go with Ravens Rock, Chris arranged our funds transfer and set up our pension. Chris was excellent when ever we had a question or concern, he was quick to respond with the answers we needed. We also recommended Ravens Rock to a few friends who have used Ravens Rock for their needs.

Tyra H

“I have been working together with Chris for about 4 years now and as an individual who came to him with no investment knowledge, he was very thorough and helpful. He explained to me the exact process and we worked together to figure out what the best option for me was. Now 4 years later, Chris is there whenever I need to reach out and he always updates me with any new information regarding my investments. I would highly recommend Chris to anyone wanting to feel “taken care of”

Debbie B

“I have had the pleasure of working together with Chris for nearly 20 years. I have watched his business grow along with my retirement savings. Chris goes above and beyond. He always stays in touch adding that personal touch. Every year when we have our financial check up, he takes the time to explain things and answer my same questions for the umpteen time. I have every confidence that my money and future are safe in Chris’ hands”

Rebecca S

“Christopher Rovert has been a big help with my investments for the future. We’ve sought his business advice for approximately 15 years. He has advised me throughout my divorce and into the present. I am not a very high-risk taker, and Christopher has a system to make sure we are comfortable with our decisions. He does not pressure anyone into investing beyond our means. I am very pleased with how my investments have grown steadily, and the continued support Christopher provides.”

Maria D

“Chris Rovert has been my financial advisor for the past 5 years and I look forward to many more years of his consulting. He has consistently shown excellence in understanding my investment requirements and the market’s investment options, despite my skepticism. I needed to have easy access to savings, while ensuring sufficient diversity and growth for my risk profile. He is very responsive to my questions and my requests to cash in some investments. I thank him for painlessly setting up my portfolio and for managing it successfully.”

Ceone L

“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.”

Dean J

“Ravens Rock has taken the worry out of planning for our future and our retirement. Chris has provided the right balance of protection and savings to easily achieve all of our goals present and future. We find them knowledgeable and very easy to work with.”

Candi W

“Ravens Rock…what can I say. We had no experience with a Financial Advisor, then along came Chris. We explained what we had, what we needed, sent him on his way to work his magic. He drew up a plan, explained everything to us and away we went…. best decision we ever made. Chris is understanding of all aspects of our changing situations and details the best steps to be taken to achieve our goals. So glad we found him.”

Igor and Olga K

“Since about 2010 we are getting a personal advice as he is managing our RRSP plans. And not only that, we also received valuable advice about retirement planning, life insurance and tax situations. We would recommend to any family to get a wealth/ retirement advisor; and of all advisors Chris is the best. Many times, my wife and I sat together at the table and spent time with Chris looking over our finances and future prospects. Chris and his company are highly organized, everything is getting done on time. Also, we feel and trust that he has our best interests in mind, meaning no hidden upsell or offers of some extra policies. Thank you, Chris!”

S. Drummond

“Chris is extremely knowledgeable and personable in all financial matters. He assisted my husband in getting his pension funds transferred over from the UK, which was a complicated process, but he persevered and came through for us when others we consulted did not know what to do. We are confident that we are well on track for our retirement needs. That is mostly due to Chris’ great advice. I would not hesitate to recommend Chris /Ravens Rock to anyone who wants to invest and build for their future. He goes above and beyond.”

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