Senior Financial Advisor
Knowledgeable. Practical. Calm.
Rick is a senior financial advisor based out of Lethbridge, and he holds a Bachelor of Management from Athabasca University. As a certified Chartered Investment Manager (CIM®) with more than eighteen years of industry experience, Rick’s love of reading and listening to financial news, market updates and current events provide him with a wealth of knowledge.
Your calm in the financial sea
Rick takes a client-focused approach, and is considered a trusted advisor in developing long term wealth strategies. A few years into his career, Rick learned the value of lasting client relationships built on trust during the Great Financial Crisis of 2008. Some of the best financial advice he’s received? “You can’t control the markets, but you can control your saving and spending.”
Honest communication and mutual respect
Rick’s calm, outgoing personality naturally builds trust with his clients and invites open, honest communication and mutual respect. When he’s not advising his clients or helping them reach their next financial milestones, you can find Rick with his family, playing hockey, hunting, golfing or fishing.