Offering a wide range of investment services, Rick is committed to helping you achieve your financial goals. Personalized service is what sets Rick apart from others in the industry. Rick works with clients to design investment portfolios to meet their individual financial needs. Whether you need retirement and tax saving strategies, wealth protection, charitable donation plans, or asset management, he will put you - and your needs – first.
Rick has worked in the financial services industry for 26 years and joined the Raymond James team as a Financial Advisor in 2014. He holds a Chartered Investment Manager (CIM) designation, bringing unique expertise as a trusted professional who specializes in Wealth Creation, Estate Planning & Portfolio Management.
Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.
Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family and community. I have also seen estates unintentionally tear families and friends apart.
A well planned estate takes thoughtful effort transferred into language that is simple and clear to understand.
I am able to assist you in capturing your intentions for your family, friends and charities in a tax-friendly manner to maximize funds to those you love and minimize probate fees and taxes.My intent is to help you realize your plans.
Enjoy your time knowing your estate is planned well.
Professionally, I am currently the Associate Director, Planned Giving with the University Hospitals Kingston Foundation in Kingston ON. I have also worked for over 20 years in the field with the Univerity of BC, the Kelowna General Hospital, Victoria Hospice, and consulted with a myriad of national and regional charities, public and private foundations across Canada in addition to teaching gift and estate planning at the BC Institute of Technology.
Reach out to any one of the Kingston CEA chapter. We are all rather skilled and have become CEA's because we value helping you and your executor realize your plans.
married to Susanne, together we share six children (three each from previous
have been in the financial industry for the past twenty seven years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.
with my new CEA designation, I’ll strive to help my clients in a new facet of
Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.
On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..
I started in the Finance industry as a Sun Life Financial Advisor just over 3 years ago with the goal of helping you and your family achieve the best life possible. I also understand that my clients live in a time starved environment, and are often overwhelmed by information and most importantly desire excellent service.
Being an CEA is something I take great pride in, helping people through the tough times of settling estates can be emotionally draining and that's where I come in to help guide.
I am a Certified Financial Planner with a focus on planning for individuals and families. I look at a client's whole situation and make a recommendation based on what is right for them. If using Mutual Funds or Life Insurance products do not suit the situation, I refer the client to another professional.
Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation.
Eileen is currently an independent advisor and consultant, working with her own clients and supporting other advisors on business development or complex cases. Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. Her committee work included CIPS and LIMRA. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, and President roles on various boards. Her volunteerism has been dedicated to community and charities for causes of poverty, the environment, the elderly and board member education.
Nick Broomfield founded Executor Express in 2017 with a vision to be Canada’s leading executor service provider. As Canada is set to undergo the largest wealth transfer in history, thousands of people are being entrusted with the important, yet overwhelming, responsibility of administering a loved one’s estate. Executor Express simplified this process through the development of an all-in-one toolbox that breaks down the legal and financial responsibilities into simple steps, all of which can be managed by the executor within a user friendly online platform.
Executors can have peace of mind knowing they are in control of the process with an affordable flat fee service and support to guide them every step of the way with the help they need, when they need it.
Administer an estate, simply and securely.
We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.