Rick began in the financial services industry in 1991 and in 2005 founded RLA Financial. Rick has over 25 years experience helping clients achieve their Life Goals and live their Financial lives with Purpose.
At RLA Financial, we believe that all success in Life comes from the conviction to "Design Your One Life, Your Way"™ to provide: CLARITY of Your Financial Life, Financial STABILITY and, A LEGACY for You and Your survivors. Through the development of The REAL LIFE Approach® we help you: Develop the VISION of Your Life, DESIGN a Plan to realize that vision and Create ORGANIZATION of all your Financial affairs.
Rick has a passion for life-long education, for both himself and his clients, and believes that learning is one of the keys to success in navigating an everchanging world. He obtained his Diploma in Business (Finance) from Fanshawe College in 1990 and has obtained other designations including the Certified Financial Planner® (CFP), Elder Planning Counselor® (EPC), Certified Cash Flow Specialist™ (CCS), Accredited Financial Counsellor Canada™ (AFCC) and is a Candidate of the Canadian Institute of Certified Executor Advisors™ (CEA). He is also a member of the Canadian Initiative for Elder Planning Studies (CIEPS), the Canadian Institute of Financial Planners (CIFPs) and the Financial Advisors Association of Canada (Advocis).
Rick resides in St Thomas, Ontario with his wife Brenda and has 2 kids, Valerie and Noah. Rick enjoys fishing, golfing, cottaging and reading.
I provide administrative support to all of our clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial lives but also in their personal life goals too.
My primary role is to assist Rick to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Rick to discuss your financial strategy, please contact me at: (519) 637-8466.