Senior Investment Advisor & Portfolio Manager serving families, professionals, and multi‑generational households across Vancouver Island. Known for his disciplined approach to portfolio construction and retirement income planning, Rick helps clients navigate complex wealth decisions with clarity, transparency, and long‑range focus.

With both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Rick brings a comprehensive planning lens to each client relationship.

Away from work, Rick is an avid hockey and soccer player, enjoying the fast pace and team energy of both sports. He also enjoys spending time outdoors with his dog around Greater Victoria.