About Ricky

Occupation:    Certified Financial Planner® professional​

Job Description:    Creating and implementing financial plans for clients using investment and/or insurance products from various Investment & Insurance companies as tools.

Compensation Structure:    We are either compensated by the financial institution in which our clients place their financial plans and/or investments and/or insurance plans through, OR, by a negotiated fee for our financial planning services.  

Education and Certifications:    
Bachelor of Science
University of British Columbia

Certified Financial Planner® (CFP®)
A Certified Financial Planner® professional​ have met rigorous standards of ethics, competence and professionalism, as adapted and administered by FP Canada in accordance with global standards established by FPSB Ltd.