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Insurance Planning

Having the proper insurance in place is vital to ensuring the protection and well-being of your loved ones and help reduce the financial impact of illness, injury, disability or death.  While we cannot control the unforeseen, you can financially plan and prepare for it.  Beginning with a needs analysis, we determine how much insurance you need.  Once in place, your insurance is monitored, reviewed and adjusted as your needs and your financial situation changes.  Our job is to help you make informed insurance decisions and ensure that you have the best insurance to meet your needs at every stage of your life

Education Planning

Studies show that Canadians with post-secondary education tend to earn more than those without.  However, the cost of post-secondary education in Canada has been rising steadily.  As education costs continue to climb, the importance of starting the save early is vital.  Registered Education Savings Plan (RESP) are the most effective means of saving for a child’s education.  The Canadian government encourages saving for education early by providing the Canada Education Savings Grant (CESG).  Ultimately, the combination of tax deferral through an RESP and the CESG ensure that your education savings are maximized.  

Investment Management

Taking the time to get to know our clients and understand what is important to them is a critical first step in designing a suitable investment portfolio.  Whether you wish to invest in mutual funds, segregated funds, Guaranteed Investment Certificates (GICs), or any other investment product on the market today - what you choose to invest in depends on careful consideration of your goals, needs, and objectives.  Chasing returns is not part of our approach – we focus on solid investing fundamentals.  All advisors of Rickert Financial Group are fully licensed to deal in mutual funds and insurance related investments.