I maintain a disciplined approach to identifying, implementing and reviewing investment opportunities for my clients. I work with my clients, offering them as much or as little guidance as they require.
No two people are the same and neither should be their portfolios; therefore, when constructing your individual asset mix we may use an assortment of GIC's, index linked funds, mutual funds, income trusts, individual equities and government bonds.
My clients have only one common characteristic: they all plan to retire in the comfort they desire. I believe my job is to work with them to realize this comfort.
Whether you are an active trader or a passive investor, I can provide you with the tools to succeed.
My university studies were concentrated in the communication and economics fields. I have put these disciplines to work as a director of a Canadian financial institution.
Now, as an Investment Advisor, I derive great satisfaction from assisting investors to reach their financial goals.
Rick speaks at various investment related seminars in Western Canada, providing advice on a wide selection of topics. Past events range from a series of Chartered-Accountant continuing education seminars (2002, 2003, 2004, 2005), Precious and Base metals Investment series (2005, 2006) and Making gains in Exploration stocks (2006).