Rick has been working with private clients since 1998. He holds his Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. His academic excellence has been recognized with several Canadian Securities Institute awards.
Rick is licensed to facilitate the wealth management process through the discretionary or non-discretionary use of securities, mutual funds and insurance. His ability to educate clients throughout the wealth management process is highly valued.
In 1988, Rick received his Bachelor of Applied Science degree (mechanical engineering) from the University of Waterloo, graduating at the top of his class. He earned his MBA (finance) at the University of Concordia in 1996.
Rick is actively involved in the community through his extensive Rotary service, membership in the Burlington Oldtimers' Hockey League and as a youth soccer coach. He lives with his daughter in Burlington.
