Investec Wealth & Investment UK

Helping clients to meet their financial goals. 

I work with individuals, companies and charities in order to build tailored investment solutions that focus on building and preserving wealth.

Investment Director

Smith & Williamson

I consistently demonstrated a strong technical knowledge of a broad range of potential investment solutions throughout the entire economic cycle. 

This enabled me to ensure that all clients were provided with bespoke investment portfolios in line with their various objectives and requirements.

Associate Director

I will help you reach your financial goals.

Reach out to me if you have:

   Sold a business
   Received an inheritance
   Need expert help managing your investments

I get to know you and your life objectives, so I can make sure you put the right investment strategy in place.

Speak to me if you are:

	Building wealth towards retirement / financial freedom
	Using passive income or accumulated assets to supplement your lifestyle
	Aiming to preserve or pass on your wealth in a tax-efficient way

Or if you want to know how I can help the following professionals with their roles:

	Solicitors
	Accountants
	Financial Advisors / Financial Planners
	Trustees/board members of Charities with investable reserves

I have 15 years of investment experience. 

I am a Fellow of the Chartered Institute for Securities and Investment (CISI) and a holder of the CISI Wealth Management diploma.

If you would like further details, please message me on LinkedIn, or drop me an email at ryan.cornett@investecwin.co.uk

When I'm not working I am generally excited about:

	Sports (I can always make time for a round of golf!)
	Good coffee
	Reading non-fiction books (please send me your recommendations)

Ryan Cornett

Unaffiliated Wealth

Through a complete financial planning approach, I help high earning millennial professionals and entrepreneurs make smart decisions with their money so they can face their future with confidence.

Founder & Financial Planner

IRONSHIELD Financial Planning Inc.

I help millennials convert career success into financial independence using effortless systems and simple advice.

Financial Planner

Gallagher

Advised small to mid-size employers on all matters relating to their employee benefits and group retirement programs.

Consultant

HUB International

Advised small to mid-sized employers on all matters relating to their employee benefits and group retirement programs.

Consultant, Employee Benefits and Group Retirement

GroupStrength Benefits Direct Inc.

Advised employers on alternative ways in which to structure their employee benefits programs to contain costs and mitigate risk while increasing value derived for both plan sponsor and plan members.

Business Development

R&D Insurance Agency Ltd.

Advised Physicians at all career stages on their individual insurance needs utilizing Term Life, Disability and Critical Illness Insurance, as well as Universal and Whole Life Insurance as part of tax and/or estate planning strategies.

Advisor

HUB International Horizon Insurance

Responsible for helping individuals, families, and businesses/organizations manage financial risk using life insurance, disability insurance, critical illness, and employee benefits solutions.

Life & Employee Benefits Insurance Advisor

Portage Mutual Insurance Company 

Accounts Clerk

I help millennial entrepreneurs & professionals reduce taxes, build wealth and secure their future | Founder @ Unaffiliated Wealth 🇨🇦

Hey, I’m Jarrett. 👋🏼

I’m the Founder of Unaffiliated Wealth and a Financial Planner dedicated to helping high earning millennial entrepreneurs and professionals use their money to live the life they want, both now and in the future.

I started Unaffiliated out of the realization that the financial services industry has overlooked the unique needs of millennials and as a result, our generation isn't getting the financial advice and guidance they deserve. I'm on a mission to change that!

In addition to a pillar goal of achieving financial freedom and flexibility, the most common objectives I advise my clients on are:

→ Organizing their business and personal cash flow

→ Reducing their taxes

→ Growing their wealth

→ And managing their risk exposure

By helping my clients bridge the gap between their money and their life, I’m able to provide them with the clarity required to face their future with confidence. 

While many people view financial planning as a service reserved for the wealthy, I firmly believe financial planning is the path to becoming wealthy. The earlier in life we begin proactively shaping our future, the greater the impact our efforts will make.

On a personal note, I reside in Winnipeg with my beautiful wife, Michelle, our daughter, Celine and our dog, Nate. When I’m not working with clients or building Unaffiliated Wealth, I enjoy living an active lifestyle, and can usually be found doing a WOD at my CrossFit gym, out for a run, or relaxing over a good cup of coffee.

If you feel we might be a good fit to work together or you simply want to discuss your finances, I invite you to book directly into my calendar for a complimentary 30 minute chat.👇

https://calendly.com/unaffiliatedwealth/30minutechat

taplio

The Battle

Ryan Cornett

Jarrett Holmes, CFP®

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