Our Products

Sometimes the trouble with the future is the uncertainly of exactly what your future is going to look like.  However, with careful analysis and the right combination of investment and insurance products – planning for the future helps takes a lot of the uncertainly out of the picture.  At Rickert Financial Group, we have access to the best investment products to help you save for the future and ultimately your retirement.  Some of the products we offer include:  

  • Mutual Funds
  • Group RRSPs
  • TFSAs – Tax Free Savings Account
  • RESPs - Registered Education Savings Plan
  • Pension transfer management
  • Self-Directed RRSP plans
  • Fee-based Wrap Programs
  • Money Products including Daily Interest Accounts, GICs, RRSPs, RRIFs, and LIRA/LIFs
  • Banking and mortgage products (on a referral basis)
  • Online Account Access, Telephone and Online Banking

Manulife Securities Investment Services Inc. (MSISI) is our dealer of choice for mutual funds.  MSISI is one of Canada’s foremost independent investment dealers and very highly regarded in the industry.  Our firm commitment to service excellence coupled with our expansive product offering provides clients with mutual fund choices tailored to fit their financial goals and advanced investment needs.  MSISI is a member of the Mutual Fund Dealers Association (MFDA).

Through Manulife Securities, we are also able to offer investments though Manulife Private Wealth.  Manulife Private Wealth provides consolidated, highly personalized private banking and investment management services to our high net worth clients, with access to an integrated team of financial planning, tax and estate experts, accountants, and lawyers.  Manulife Private Wealth works with you and your Advisor to help craft and maintain your complete wealth plan.

Another vital component of a complete financial plan is insurance.  Rickert Financial Group offers an extensive offering of insurance products – some of our largest suppliers of insurance include Manulife Financial, Empire Life, Sunlife Financial, Equitable Life, Transamerica, and Great West Life.  Having access to such a wide array of insurance products enables us to consider a range of solutions and then choose the one best suited to your needs.    Some of the insurance products we offer include:

  • Life Insurance
  • Disability Insurance
  • Group Insurance
  • Critical Illness Insurance
  • Health and Dental Insurance
  • Travel Insurance
  • Long Term Care Insurance