Rick joined Assante Financial Management Ltd. in July 1997 after having worked as a Financial Advisor for one of Canada's largest financial planning firms. He was also a credit manager in retail banking for one of Canada's largest chartered banks.
Rick has over 30 years of investment experience and holds the Certified Financial Planner designation. He is registered with the Elder Planning Council, has completed the Branch Manager Course and is insurance licensed.
As a Senior Financial Advisor, Rick works with his clients to help them maximize their financial potential. Rick believes in a multidisciplinary approach when dealing with his clientele. Only by reviewing all aspects of a client's profile, insurance, investments, tax, and wealth transfer can the client be assured that a thorough review has been accomplished. In order to attain this objective Rick has surrounded himself with a team of professionals such as tax specialists, lawyers and accountants all working towards the common goal of helping the clients attain their objectives.
Rick attributes his success to his integrity, focus on his clients' ultimate goals and strong communication skills. "My clients have told me that I help them see the big picture - and explain it in easy-to-understand terms." Rick has been able to build a team that through his leadership, practices these same principles so that you can have simplicity, peace of mind and certainty.