Rickerby Wealth Group
We serve individuals, multi-generational families, and small institutions with investable assets exceeding $1 million. Though each of my clients are unique, they are similar in their need for more complex financial planning and estate planning strategies, and in their search for a professional service built around transparency and accountability.
We also welcome young professionals who may not yet meet my threshold but, with the proper guidance, will one day be able to do so.
Investments, estates, trusts, taxes, business successions, philanthropy, retirement, legacies: wealth management can be complicated and overwhelming, but it doesn’t have to be.
One of the most rewarding parts of our job is bringing clarity to complex financial situations, sharing that new perspective with our clients, and later hearing about the positive impact it helped make in their lives.
It all starts with a guided Discovery process that uses the science of behavioural economics who you are, how you think, and the priorities for you and your family. From there, we’ll explore Investment Perspectives and develop a Playbook and Portfolio that will help us ensure your investments are always in line with your short, medium and long term goals.
Your wealth is more than your investments, and that’s where the joint insight of my team of diverse and dynamic TD specialists comes in. We’ll work together to perform a Comprehensive Wealth Evaluation and provide a coordinated set of solutions that cover every aspect of your financial situation, from estate plans and business succession, to tax strategies and retirement planning. Once everything is in place, I’ll remain your key associate at TD, providing yearly updates on your progress, and meeting with you regularly to monitor, measure and adjust your plans when needed.
What We Do
The freedom of discretionary investing
The Three C's Approach
The Strength of TD Specialists
Simple, Sustainable and Effective Wealth Management Plans
With over 30 years of financial services and investment experience, I’ve built my career helping individuals, business owners, and professionals answer these questions and craft personal, comprehensive, balanced portfolios and wealth management strategies that can generate growth, mitigate risk, and guide them toward greater success.
As your Investment Advisor and Portfolio Manager, I strive to offer you my singular insight, a sharper perspective, and a deeper understanding of your wealth using simple, sustainable and effective wealth management and investment plans. It’s all part of an in-depth experience designed to leave you feeling informed, empowered, and excited by what tomorrow could bring.
Is your wealth doing all that it can?
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.