Rick is a CFP® Certified Financial Planner with Harbourfront Wealth Management. He is also insurance licensed. He has been advising clients for over 25 years, and entered the financial services industry with one of the Major Banks. He enjoys providing investment advice as well as a holistic approach that includes insuring families against death, disability and poor health.

Rick uses a planning first philosophy. Strategies that minimize risk are recommended in order to meet plan objectives. What sets Rick apart is his personalized unbiased advice together with full transparency and direct client access. Clients may call him any time to discuss concerns, changes or life events.

Rick is married and has two adult children.  One graduated with a Masters in Nursing, now working at Oshawa Hospital.  The second graduated from Guelph and then attended and graduated the Dentistry Program at UofT.  She now works as a Dentist with her mother.  He lives in Etobicoke, Ontario and works out of the Toronto West Office of Harbourfront Wealth. His clients are mostly retirees and medical professionals.