Rick is the fifth of seven children raised on a mixed farm in rural PEI. He moved to Ottawa in 1983 after obtaining his Bachelor of Business Administration from the University of Prince Edward Island (UPEI). Rick obtained his Chartered Accountant (CA) designation in 1985 and spent 16 years in public accounting prior to his move to Nesbitt Burns. The last nine years as a CA were spent as the founding and managing partner of his own CA firm. Rick obtained his Canadian Investment Management (CIM) designation in 2009. He is a Senior Portfolio Manager. Rick is married to Nancy and has four children…Alex, Kendra, Rachel & Olivia.