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Ron Rau Email & Phone Number
Wealth Planner
at
Optimize Wealth Management
LinkedIn matched
✓ Verified May 2026
2 data sources
Profile completeness 71%
Current company
Role
Wealth Planner
Location
Sarnia, Ontario, Canada
Company size
Who is Ron Rau? Overview
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Quick answer
Ron Rau is listed as Wealth Planner at Optimize Wealth Management, a company with 1 employees, based in Sarnia, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ron Rau.
Ron Rau previously worked as Owner at Clearmark Benefits and Owner at Clearpath Wealth Group.
Company email context
Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Ron Rau
At Optimize, my role as a Wealth Planner is intertwined with my commitment to guiding clients through the intricacies of family wealth management and retirement planning. Our teamwork ensures every investment recommendation aligns with our clients' aspirations, solidifying their financial futures.As the owner of ClearMark Benefits for over two decades, I've harnessed the market's dynamics to secure unparalleled employee benefits solutions. This experience has equipped me with a deep understanding of shareholder funding strategies, estate planning, and fostering lifetime income sustainability for a diverse clientele.We specialize in serving high net worth individuals and self employed business owners and Professionals. We offer expertise in Personal Pension Plans (PPPs), Retirement Compensation Arrangements (RCAs) and other tax saving strategies. As well, we can help you fund your shareholder agreements enabling monetization of your shares.
Current workplace
Ron Rau's current company
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Optimize Wealth Management
10 roles · 43 years
Ron Rau work experience
A career timeline built from the work history available for this profile.
Wealth Planner
CurrentAt Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together.
May 2023 - Present
Owner
CurrentWe provide Employee Benefits and Consulting for firms ranging from 10 lives to 500 lives. As part of a National Consulting Team, we have access to certain markets that other advisors do not - and for clients with between 10 and 100 lives, we offer the BEST DEAL on the street in Canada; and the overall block of business we control gives us substantial clout.
Jan 2000 - Present
Owner
Current
Clearpath Wealth Group
Advising individual clients and business owners solely on insurance based wealth creation and on wealth management strategies.
Jan 1993 - Present
Member
Current
1990 - Present
~36 yrs 4 mos
Owner
Rj Rau & Associates
Senior Insurance Advisor at a boutique firm offering a very unique value proposition for clients. As a Wealth Creator and Wealth Protector, we ensure that ALL of our insurance based products have guarantees. Our firm is the recipient of the Outstanding Business Achievement Award for Customer Service awarded by the Sarnia Lambton Chamber of Commerce.
Jan 1983 - May 2023
N-A
1983 - 2010
~27 yrs
Broker
1983 - 2006
~23 yrs
Member
Grand Bend Rotary
1995 - 2000
~5 yrs
Past President
Grand Bend Rotary Club
1994 - 1995
~1 yr
FAQ
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Quick answers generated from the profile data available on this page.
What company does Ron Rau work for?
Ron Rau works for Optimize Wealth Management.
What is Ron Rau's role at Optimize Wealth Management?
Ron Rau is listed as Wealth Planner at Optimize Wealth Management.
Where is Ron Rau based?
Ron Rau is based in Sarnia, Ontario, Canada while working with Optimize Wealth Management.
What companies has Ron Rau worked for?
Ron Rau has worked for Optimize Wealth Management, Clearmark Benefits, Clearpath Wealth Group, Sarnia Lambton Chamber Of Commerce, and Rj Rau & Associates.
How can I contact Ron Rau?
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