Rick Jones
Founder & President
Rick has been dedicated to providing superior client service in the insurance and financial planning industry since 1987. Specialized in assisting high net-worth individuals accumulate and manage their wealth, Rick is committed to creating personally-tailored financial plans for his clients and their families. A respected member of the financial services industry, Rick has been a featured speaker at various financial planning and insurance events on 3 continents. Rick is a Top of the Table Member of MDRT.
Rick studied Economics and Finance at UVic and UBC respectively. As a graduate from UBC’s Sauder School of Business Family Enterprise Advisor program, Rick is proficient in advising family businesses of all sizes.
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Got questions or ready to start a project? We’re all ears! Reach out to us today to discuss your ideas, schedule a consultation, or simply say hello. We can’t wait to hear from you!