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Rick Wesseling

Financial Planner and Portfolio Manager

Rick Wesseling
Rob Fournier
Cyndie Nelson

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

Address
BMO Nesbitt Burns
730 View Street, 10th Floor
Victoria, BC
V8W 3Y7
Map

BMO Nesbitt Burns
1225 Douglas Street
Victoria, BC
V8W 2E6

Contact Us

Rick Wesseling

Specialized wealth strategies for physicians


At all stages of your practice, we can help you manage your assets, plan for retirement and enjoy the lifestyle you’ve earned.
Wealth is like health – the best outcomes depend on a holistic approach.
 
We can help you manage your assets, plan for retirement and live your vision. Catering to busy MDs, we make banking, borrowing, investing and wealth planning quick and easy, all under one convenient roof.
 
First, we will address your immediate needs, such as financing your new practice or buying a home. As we get to know you better, we will build a comprehensive wealth plan that grows with your needs.
 
Working closely with BMO specialists, we can bring you tailored services in private banking, commercial banking, lending, tax planning, trust and estate planning, insurance, business succession strategies, legacy planning, and more. Contact us to discuss your needs.