Wealth management guided by experience, driven by you.
Conventional wisdom says that the more you have, the longer it’ll last – but as retirement gets closer, questions and uncertainties often pile up and your outlook can become much more complicated.
Our focus is to bring clarity to your view of retirement by providing a coherent structure for your wealth, a thorough plan for your future income needs and a regimented process for keeping everything on track. Through a team and a comprehensive approach, we help you gain a better perspective while working toward your ideal retirement.
A quick, ten-minute chat is all we need to get started.
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?
Call today to learn about my Second Opinion Service (SOS), an invaluable opportunity that’s free for qualified investors who want to ensure they’re getting the most from their investments.
Call today to learn about my Second Opinion Service (SOS)
I 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.
I also welcome young professionals who may not yet meet my threshold but, with the proper guidance, will one day be able to do so.
A quick, ten-minute chat is all we need to get started.
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 my job is bringing clarity to complex financial situations, sharing that new perspective with my 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.
As a discretionary Portfolio Manager, I can provide the convenience, reliability and opportunities only found with discretionary investing. My decisions are supported by up-to-the-minute information from the Portfolio Advice & Investment Research (PAIR) team, and I’ll use that knowledge, along with my decades of experience, to help guide your portfolio and ensure it’s in line with your vision of success. We can manage the money for you, not just with you, working to provide easier access to sudden opportunities, and freedom from daily investment decisions.
A personalized approach, informed and inspired by your unique outlook, is the foundation of every good wealth strategy. Together, we’ll strive to:
• Take a comprehensive and personalized look at your wealth
• Tap into the strength of talented TD support specialists
• Create a plan to support your lifestyle, now and in the future
• Build a balanced and diversified portfolio that aligns goals
• Identify and implement tax-saving strategies
• Develop income generation strategies
• Review, learn from, and act on annual and monthly cash flow management techniques
• Devise plans for education planning, charitable giving, and pre- and post-retirement life
• Keep you informed and empowered with clear, concise communication
As my client, you’ll not only benefit from my insight and experience, but from access to some of the industry’s most regarded wealth specialists. We’ll work together to provide a coordinated set of solutions that covers every aspect of your wealth, from estate plans and business succession, to tax optimization and retirement planning.
Rickerby Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.