With over 30 years as an Investment Advisor, Rick’s experience allows him to help his clients achieve their financial goals, both short and long-term. Whether it's building wealth, or planning for retirement, Rick’s role is to guide clients through those important life decisions where getting the best professional advice makes all the difference. Rick's experience includes:
Branch Manager's Desig
nation - 1998 - 2008
Life Insurance Agent - Level 2 - 1995
Bachelor of Commerce (UBC) - 1984
Life Licensed in British Columbia
Licensed with IIROC in British Columbia, Alberta, and Nova Scotia. As independent business owners, iA Private Wealth advisors are personally committed to helping you grow your wealth and achieve financial security. It starts by taking the time to understand who you are and what matters most, and continues every day with a singular dedication, above all else, to be invested in you. At iA Private Wealth we're here to help make that happen by offering our advisors the flexibility to deliver total wealth solutions - and by supporting them with innovative technology, a team-based approach and the entrepreneurial freedom they need to ensure your financial success and well-being. A member of iA Financial Group’s wealth management division, iA Private Wealth is within Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc.
