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Rick Wesseling

Investment Advisor

Tel: 250-953-2365
Fax: 250-953-2370

Rick Wesseling
Rob Fournier

Address
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
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Specialties:
Retirement Planning
Portfolio Management
Insurance and Estate Planning


What is most important to us is listening to our clients and providing them with the best service combined with the highest achievable returns based on their individual objectives


With an emphasis on risk management and financial planning, The Rick Wesseling Investment Group takes a comprehensive approach to portfolio management by thoroughly assessing your financial needs and goals.


We focus on:

  • Conservatively managing your money to achieve your short and long-term objectives, whether it is to generate monthly income in retirement or to grow your investments over your specific time horizon

  • Tax minimization strategies so that more after-tax dollars remains in your pocket

  • Exploring Insurance and Estate planning strategies that ensure you and your family are financially protected


About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's award winning investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business.

Important Notices

1 year cashable GIC 1.15%
1 year GIC 1.70 %
2 year GIC 2.00%
3 year GIC 2.10%
4 year GIC 2.30%
5 year GIC 2.55%

rates are subject to change without notice