Hello, and welcome! Thanks for dropping by my website and blog.
I am an independent insurance and financial advisor serving clients in Alberta, Canada. Working with individuals and families, the focus is on building and protecting their wealth.Decisions to make investments or purchase insurance should be based on an analysis and a plan. Through discussion, gathering information, and completing a needs analysis, these are some things I help clients address:
Business owners have further concerns relating to the continuity of the business operations, their partnership and shareholder agreements, and the financial health and protection of their employees. These can be addressed, often in consultation with your other trusted advisors.
I hope you enjoy the website. Reflections on Wealth provides information relating to insurance and financial planning, and more. You will see blog entries and other information that extends beyond what you might expect to see on a financial advisor's website. It is an opportunity to learn more about me and my interests, as I seek to personalize this site. Some of the content will touch on the risk management and emergency planning subject areas in which I teach, as an online educator, as well as some of the events and activities I attend.
Please click on the Contact tab to reach me. You may also comment on any of the blog entries!
Tony Ratcliffe and Ratcliffe Wealth & Risk Management offer the following products:
During one of our recent social media group meetings, the Social Web Meetup in particular, I happened to mention the guaranteed... Read more
Questions often asked of me, and by me, relate to identifying my target market and my ideal client. This is not always an easy... Read more
I have been in Canada for 43 years now after emigrating from England. It was just last year that I discovered the celebration... Read more
Canadian Network for Innovation in Education (CNIE) was created through the merger of the Canadian Association for Distance Education... Read more
Web 2.0 has become part of my way of communicating with friends, clients, prospective clients, and others interested in what I... Read more
Continuing education opportunities fit with my passion for lifelong learning. I just returned from a wonderful Business Building... Read more
In his blog entry, “Scared of social media? Follow Batman’s lead,” Mack D. Male (Mastermaq) wrote about the fear of social... Read more
I am sharing 4 points that I presented last night to those I met in Speed Networking. This event is a periodic event of the Edmonton... Read more