After completing his Honours double major in Economics and Labour Relations at York University, Rich entered the financial services industry with Investment Planning Counsel in 1997. In addition to a Life Insurance Level II qualification, Rich also holds one of the most prestigious designations in the industry, the CFP®.
Rich leads a comprehensive wealth management team that specializes in providing customized investment, insurance and tax saving solutions to successful individuals, business owners and their families. His entire focus is on your family achieving your unique and personal financial goals. Rich is willing to coordinate with your professionals in the areas of Legal, Accounting, Real Estate, Mortgages and Lending to ensure that all clients financial needs are well taken care of.
Rich is an active member of his church and community, he resides with his wife Trish, daughter Emma, sons Reid and Easton, in Niagara-on-the-Lake, Ontario.
Rich's Business Philosophy:
In the grand scheme, money is not that important. Money is only significant to the extent that it allows you to enjoy, focus, and accomplish the things that are important to you. My goal is to alleviate the worry of your finances. I believe that not worrying about your finances is important to helping you have a life that excites you, nurtures those you love, and fulfills your highest aspirations.
Kim is the Branch Administrator in our office. Kim runs the day-to-day administration of the office. She works diligently to ensure that our clients receive the best possible service.
A real asset to have working with us, Kim looks forward to meeting and speaking with you. If you have a general inquiry, or need to book an appointment with Rich, Kim will be happy to help.
Trish is Rich’s executive assistant and also helps with office administration primarily out of our Niagara-on-the-Lake office. She works diligently to ensure that our clients receive the best possible service and is available for document pickup or drop off.
A real asset to have working with us, Trish looks forward to meeting and speaking with you.