MEET RICK JONES
Founder & President
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.
Our Approch
With something as important as your finances, you should work with an advisor who is knowledgeable about your options and cares about your unique situation. The first step is setting up an introductory meeting. This will give you a chance to get to know Rick while he gains an understanding of your individual circumstances. At The Richard Jones Financial Group Ltd. we pride ourselves on not only asking the right questions but also on actively listening to your answers.
What to expect:
- Confidentiality
- Personalized service
- Questions about your current financial situation and goals for the future
- Confidential insurance analysis
- Creative solutions to minimize taxes
- Customized financial plan with ongoing support and reevaluation
Trusted by 1000s of Happy Clients
If you want Rick to help you develop a personalized wealth strategy plan, give us a call or send us an email. We’d love to chat.