Rickerby Wealth Group

Rickerby Wealth Group

Working together to help you achieve what truly matters to you

Office Location

5811 Cooney Road Suite 306 Richmond, BC V6X 3M1. map

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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

What to expect when working with us

Simple, Sustainable and Effective Wealth Management Plans

Finding the right Investment Advisor can be a challenge, and questions abound: Are you on target to meet your financial goals? Are there opportunities you might be missing? Is your financial situation as clear as it can be? Is your wealth plan in line with your personal vision of success?

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?

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Federal Budget 2023: What you need to know


Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Want to become your own boss? Here’s a self-employment starter kit


Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.


TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia


Money Talk

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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.