Ryan Gaunce has been a Private Wealth Advisor with Raintree Financial Solutions since 2012. His areas of expertise include diversified investment strategies, retirement planning, wealth transfer and overall comprehensive financial planning.
Ryan Gaunce
He will help clients develop a comprehensive financial plan and perform annual plan reviews using the latest software. This will include evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management. Once a plan is implemented Ryan holds annual progress meetings, where clients can review results and evaluate progress toward meeting their specific financial goals. Ryan Gaunce educates clients on financial planning principles, investment philosophy, portfolio strategies and market views. He also advises and supports his corporate clients on their retirement plan, group benefits plan, corporate transition plan, and wealth transfer plan.
Attention to detail, good listening skills and a strong understanding of clients needs have earned him a number of awards including the Raintree Rookie of the Year Award, Raintree Compliance Awards, Yearly Raintree Gold Leaf Club for being one of the top producers in the country and the Al Derges Memorial Award, which demonstrates character, loyalty and an outstanding commitment to values.
Ryan and his wife, Kathy, have four children, Abygail, Lexy, Benjamyn and Stephany. He believes in being an active member of his community, Red Deer, Alberta, and volunteers in a number of capacities. He enjoys outdoor sports, traveling, and spending time with family and friends.
For any immediate needs Ryan can be contacted at 403-986-1437, or by email at rg*****@ra********.com. He is excited to meet you and serve you with the diligence and excellence he has become known for.