Shaun Rickerby
Senior Investment Advisor
Senior Portfolio Manager
CFP®
CIWM
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
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.
Phone
Fax
(604) 482-5183
Certificates
CFP®
CIWM
FCSI®
Community Involvement
Shaun has been a volunteer with: •Junior Achievement Company program •Dollars and Sense program •Richmond Disability Society •Habitat for Humanity | Shaun has been a participant and guest speaker with: •Advocus AGM •Canadian Cancer Society’s 400km Ride 2 Survive
Communication, Clarity, and Accountability
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 a dedicated 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.
Our Services
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Second Opinion Service
My Second Opinion Service (SOS) Is 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 if your wealth is doing all that it can.
Discretionary Investing
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.
TD Specialists
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.
The Three C's Approach
Comprehensive
Consolidated
Clear
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