Trixie Rowein
Portfolio Manager @Raymond James
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WORK HISTORY
Portfolio Manager @Raymond James
Providing individuals and families with wealth management services. Specializing in retirement income planning and investment selection.
EDUCATION
University of Alberta
B.Comm.
ABOUT TRIXIE ROWEIN
Preparation is the key to success.” Alexander Graham Bell Often it is what we don’t know or haven’t prepared for that makes the best laid plans go awry. We want you to reach your financial goals and we start with the most important element in the process – you!You are unique and we document your needs and wants thoroughly to see what ideas work best for your situation, and to help you achieve your ideal future. We listen and take careful notes and work hard to ensure your retirement and estate plans are met. When needed, we call upon outside experts, which can save you time and money.Clients benefit from the following:• discretionary investment management, • strategic planning, and, • regular communication we provide via our weekly newsletter, telephone calls and educational seminarsOur clients say they feel looked after, which provides peace of mind. Our team strongly believes that the heart of successful planning is rooted in strong client relationships, and we are grateful to have many strong relationships with clients for over 15 years. The majority of our clients are retired and a large portion of their retirement income comes from the investments we manage.Specialties: Investment management, Retirement income planning and Estate bit.ly/RJLDSCLMR
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