Ron Rau Email & Phone Number
Wealth Planner at Optimize Asset Management @ Optimize Financial Group
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Ron Rau Location
- Sarnia, ON, CA
Ron Rau Work
- Wealth Planner at Optimize Asset Management @ (May 2023 - Present)
- Owner @ ClearMark Benefits (January 2000 - Present)
- Owner @ ClearPath Wealth Group (January 1993 - Present)
- Member @ (January 1990 - Present)
- Owner @ RJ Rau & Associates (January 1983 - May 2023)
- N-a @ (January 1983 - January 2010)
- broker @ (January 1983 - January 2006)
- member @ grand bend rotary (January 1995 - January 2000)
- Past President @ Grand Bend Rotary Club (January 1994 - January 1995)
- Chairperson Finance and Taxation @ London Chamber of Commerce (January 1985 - January 1991)
- Chairperson Provincial and National Affairs @ London Chamber of Commerce (January 1985 - January 1991)
Ron Rau Skills
- Asset Allocation
- Asset Management
- Business Insurance
- Business Planning
- Buy-sell Agreements
- Critical Illness
- Disability Insurance
- Employee Benefits
- Estate Freeze
- Estate Planning
- Family Wealth Management
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Income Protection
- Individual Pension Plans
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Multi-generational wealth transfer
- Mutual Funds
- Pensions
- Personal Finance
- Public Speaking
- Retirement
- Retirement Planning
- Savings
- Shareholder Funding
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Term Life Insurance
- Universal Life
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Wealth Transfer
- Whole Life
- Whole Life Insurance
Ron Rau Summary
- Ron Rau, based in Sarnia, ON, CA, is currently a Wealth Planner at Optimize Asset Management at Optimize Financial Group. Ron Rau brings experience from previous roles at ClearMark Benefits, ClearPath Wealth Group, Sarnia Lambton Chamber of Commerce and RJ Rau & Associates. With a robust skill set that includes Asset Allocation, Asset Management, Business Insurance, Business Planning, Buy-sell Agreements and more. Ron Rau has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Optimize Financial Group Employees
Warren MacKenzie
Head Of Financial Planning
Toronto, ON, CA
Matthew McGrath
President and CEO
Toronto, ON, CA
Jeremy Clark
President and CEO
Calgary, AB, CA
Irene Cameron
Chief Financial Officer
Cornwall, ON, CA
Matt Downie
Managing Director, Corporate Development
Toronto, ON, CA
Adam Newsome
Portfolio Manager and Senior Operations Manager
Burlington, ON, CA
Alex Lane
Vice President, Portfolio Management
Toronto, ON, CA
John Buckley
Director and President
Ajax, ON, CA
Philip Bielecki
Vice President, Trading and Research
Toronto, ON, CA
Kevin Fobert
Head, Private Client Group
Toronto, ON, CA
Curtis Raymond
Head of AI
Toronto, ON, CA
Batuhan Karabay
Financial Services Associate
Toronto, ON, CA
Mikaela Scopelleti
Marketing Associate
Toronto, ON, CA
Timour Prokopiev
Managing Director, Corporate Development
Toronto, ON, CA
Matthew Garnet
Managing Director, Corporate Development
Toronto, ON, CA
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