A.E. (Tony) Rickert, B.A.(Hons), CFP
Managing Director and Senior Financial Advisor
With 20 years of industry experience, Tony has enjoyed every moment assisting clients developing and executing financial planning objectives. His unwavering attention and advocacy to each of his clients helps ensure confidence in their financial plan. His ‘Guidance Process’ develops and refines a custom plan that puts all the financial pieces together. He continues to engage clients with his trust and fresh personality that walks them though an often confusing future pace. Having a solid knowledge of many business industries and processes has given Tony a high level of financial pedigree.
Employing a healthy work/life balance is another focus in Tony’s life. He stays active by jogging, crossfit and golf. He is also a fan of the arts- music and dance- mostly because all three of his daughters are competitive dancers. Family activities are number one, so travelling with his wife Mona and his three girls are an ongoing activity.