Skip Navigation

Rick Wesseling

Financial Planner and Portfolio Manager

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

Rick Wesseling
Rob Fournier
Jarrod Burnet

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

Other Locations

1225 Douglas Street
Victoria, BC
V8W 2E6

Contact Us

Publications

Managing Your Wealth
Understanding Risk
The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.