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Dealers of 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. Similarly we provide life, disability and group insurance solutions.

Skilled Practitioners
Research has proven that people who consult with an investment professional generally earn better investment returns than people who go it alone. Why? Investment professionals are skilled practitioners who have the knowledge and insight necessary to understand the meaning of market ups and downs - and how to react to them.

Impartiality  
As dealers, the investment professionals at Rickert Financial Group have access to a full range of investment and insurance products. This enables us to consider a range of solutions and then choose the one best suited to your needs. By choosing the product that best meets your investment and insurance needs, you are assured that all of the components of your financial plan are working together to achieve your investment and insurance goals.

Honesty and Integrity
Over a lifetime, working with the right investment professional can make the difference between earning or forgoing thousands of dollars. It is important that the relationship between you and your investment professional is built on trust. Only you know what your financial goals and aspirations are. By talking about them openly and honestly, we can help you achieve them.

Expertise
The world of insurance and investments is becoming increasingly complex. Through our commitment to continuing education, we maintain a keen awareness of the changing dynamics in the financial services and insurance industries and the economy in general. This awareness enables us to help you take advantage of the latest information, all the time.

 

 We Offer ...

  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Mutual Funds* and GICs
  • RRSPs, RRIFs and RESPs
  • Life and Disability Insurance
  • Group Insurance


Life Insurance Products from:

Manulife Financial
RBC Insurance
Standard Life
AIG Life of Canada
Empire Life

 . .  and more

Mutual Fund Products from:

AIM Trimark
CI Mutual Funds
Fidelity Investments
Franklin Templeton
Mackenzie Financial
 . .  and more

Self-directed Plans from:

B2B Trust
MRS Trust

Rickert Financial in the press

Market concerns? Fidelity can help.


Mutual funds provided by Partners In Planning Financial Services Ltd.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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Copyright © 2008 Rickert Financial Group Ltd.
Last modified: August 06, 2008.