Richard Wilson

Investment Advisor

905-546-5868 | Email me
905-546-5028
1-800-461-0274

"Trust, service and performance" are the cornerstones of Ric's commitment to every client.
 
Richard (Ric) was born and raised in Hamilton and graduated from McMaster University with a Bachelor of Commerce in 1979. This theoretical knowledge combined with over 30 years of experience in the investment industry gives Ric an extensive knowledge of financial planning, investment decision making and estate planning. Ric is licensed for stocks, options, mutual funds, commodity futures and insurance.

Rebecca Wilson

Associate

905-546-5105 | Email me

Becky plays a key role with the administration of our client requests and documentation, assisting with requests such as bank wires, transfers, withdrawals and contributions, helping us to maintain efficient and seamless service to our clients. Becky is a recent graduate of the University of Guelph with a Bachelor of Commerce degree in Management in Economics and Industry Finance and has completed the Canadian Securities Course.

Becky lives in Hamilton and enjoys soccer, reading and travel in her free time.