With over 40 years of financial services experience Rick holds CFP, CLU, and ChFC designations, as well as being an Authorized Infinite Banking Practitioner. Rick specializes in wealth, retirement, and estate planning for successful families and business owners. His depth of knowledge and strategic approach have made him a trusted advisor for clients navigating complex financial landscapes.

Rick served as Mayor of Burlington, Ontario from 2010 to 2018, demonstrating the same leadership and community commitment he brings to every client relationship. Outside the office, Rick enjoys travelling and attending live sporting events. He is a proud husband, father to a combined seven daughters, and grandfather to six grandchildren.