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.
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.