Rae Tench, CFP, RIS

Observer
DISC Type : ic

Certified Financial Planner at Self-employed

Greater Halifax Metropolitan Area, Canada

Overview

Rae Tench is a retired Certified Financial Planner and former commercial banker with deep expertise in financial markets. A graduate of St. Marys University, he has provided financial advice to the community as a regular guest on local radio. He adopts a "no nonsense approach" to tailoring solutions for families and businesses.

Beyond his financial career, Rae is deeply committed to his community. Born in Belize, he immigrated to Halifax, where he raised his family and later stood as a Federal NDP candidate. This experience reflects his strong passion for public service and addressing local challenges like housing and healthcare access.

Unique fact: He was born in Belize and immigrated to Canada, later becoming a candidate for federal public office in his adopted home of Halifax.

Personality Overview

Curious

Value Driven

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Economic Policy
As a political candidate, he identified the economic effects of tariffs on families and small businesses as a top issue of concern.
Social Programs
Expressed a desire to take tangible action to reduce homelessness and maintain accessible healthcare, pharmacare, and dental care during his political campaign.
Financial Literacy
Has a history of offering live financial advice to the public as a regular guest on the radio show "Money Matters. "

Media Appearances

Rae has no verified media appearances

Work History

10-2025
Certified Financial Planner at Self-employed
2-2025 - 9-2025
Federal NDP Candidate at New Democratic Party of Canada
9-2020 - 2-2025
Regional Financial Planner at CU Financial Management
1-2013 - 2-2025
Regional Financial Planner at Aviso Wealth
2-2008 - 1-2013
Financial Planner at BMO Financial Group

Education

2000 - 2003
CFP from Financial Planners Standards Council
1977 - 1979
Studied Business Administration & Commerce from St Mary's University, Halifax, NS

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Halifax Metropolitan Area, Canada Job Level : N/A Designation : Certified Financial Planner at Self-employed
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Insights For Selling To Rae

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rae is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Rae

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Rae move?

  • They like to analyze well and then make their decisions.
  • Can Rae take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Rae

Personality Compatibility


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