- The foundation for Rickert Financial Group was
established as a General Agency for life protection products in 1978.
Over our twenty-year presence in the insurance industry, and by
continuing to offer investment products through
Partners in Planning
Financial Services Ltd. (PIP), we have
established strong working relationships with many financial and
insurance institutions.
- As Certified Financial Planners, we can provide
access to all mutual funds, segregated funds, guaranteed investment
certificates and other investment products, we rely on our industry
relationships to access the best products for our clients. The same is
true when we provide life, disability and group insurance solutions.
- Over the years, we have established strong working
relationships in the investment and insurance industries. Similarly, we
are committed to a helpful and professional long-term relationship with
you. Regardless of how your personal and financial situation changes
from year to year, successful planning for the future requires a long
term approach.
- All of the associates of Rickert Financial Group are
uniquely qualified to provide personalized and professional service to
all clients. We are committed to working with you to provide the best
investment and insurance solutions to help you reach your long-term
financial goals.
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BMath, CFP
Following a career with a large financial institution in
Toronto, Andrew made the move to personal financial planning. His
strong mathematical and analytical skills coupled with valuable
industry, experience have provided him with a strong knowledge base.
Andrew's refreshing personality and solid knowledge of the financial
industry reflect the integrity of his role with Rickert Financial
Group.
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BA (Hons.), CFP
Prior to joining Rickert Financial Group Tony was employed with
a leading multinational technology company as manager of national
retail accounts. Based on his exposure to numerous other industries,
Tony has a strong appreciation for the intricacies of the financial
and insurance services industry. His attention to detail and
commitment to building long-term relationships provide an excellent
foundation for his role with Rickert Financial Group. |
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