Christopher Rawles of RT Mosaic Wealth Management is rank 37 in Wealth Professional Canada's 2019 Top 50 Advisors
RT Mosaic Wealth Management
For Christopher Rawles, earning a spot on this year’s Top 50 Advisors list was validation of the risk he took when starting RT Mosaic Wealth Management as an independent firm. “I used to work at a bank-owned firm, and I had a mentor that told me I was crazy to start my own independent practice,” Rawles says. “She told me clients want security and they only deal with big banks. She was wrong.”
Since opening his own firm, Rawles has grown his AUM from zero to $85 million, motivated by a desire to help individuals retire successfully. “I want to give superior service to existing clients,” he says. “I am currently focusing on rebalancing portfolios and asset preservation. Coaching clients through volatile periods is paramount.”
As for his biggest challenge, Rawles’ answer is the same as many others in the industry today: compliance. “Keeping up with the ever-changing compliance regime is always a challenge,” he says. “Being cost-efficient and adding value to clients is a priority.”
