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. He is highly 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 and is 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, representing the top 1% of financial planners and insurance professionals globally.
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.

 

Choosing the right financial advisor is one of the most important decisions you can make. You deserve a trusted professional who brings both technical expertise and a genuine commitment to understanding your unique circumstances.

Our relationship begins with an introductory consultation, where you will have the opportunity to meet Rick, discuss your goals, and explore the challenges and opportunities that lie ahead. This conversation forms the foundation for a personalized planning process built around your specific needs and objectives.

At The Richard Jones Financial Group Ltd., we believe exceptional advice begins with listening. By taking the time to understand your priorities, values, and long-term aspirations, we can provide thoughtful guidance and tailored strategies designed to help you achieve lasting financial confidence.

  • 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.