Welcome to Cameron Rennie & Associates
Private Wealth Management
Our focus is entirely on you. Whether you are an incorporated business owner, a farm operator, or a retired or nearly retired professional, we provide you with complete confidence in your financial future.
Who we help
Our team focuses primarily on the needs of pre-retirees and retirees, business owners and entrepreneurs, agriculture and farming families, and executives. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 9 years of experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
As IG clients for many years, we have been extremely happy with the services provided to us. Cameron Rennie and his fantastic team are always helpful, informed and attentive to all of our needs. They never fail to make us feel completely at ease and like we are the most important clients they have.
Bonnie & Larry D.
Working with Cameron and his team, as a single parent, I was able to buy a home and help my two children pay for their university educations. Now they are also clients realizing their dreams with the team's help. I recommend them to anyone looking for personalized professional financial guidance.
We have been working with Cameron for a number of years, and cannot speak highly enough of his team and their financial expertise. He truly has a brilliant financial mind. He has always calmed us in the down times of the market, and always knew where, when and how to move our money to our advantage. We are both retired now and are in the enviable position of being financially independent. We are able to afford to stay in our family home without downsizing, travel when and where we want and even after a long life we will have a healthy nest egg to leave our children and grandkids. Never in our wildest dreams did we ever think we would be in the financial position we are today. Thank you ever so much Cameron!
Dennis H. & Diane F.
We highly recommend Cameron and his team as financial consultants. Not only are we very pleased with how competently and professionally they manage our savings and investments but even more so with how they also support our children, both whom have more complex financial needs. When an issue (not of Cameron’s making) arose, all it took was one call to Cameron and his team who then went well above and beyond, intervening in what could have been a disastrous situation. We are both grateful and confident with Cameron as our financial consultant.
Jane and Doug M.