Richard Thomas

Senior Wealth Advisor & Portfolio Manager

“To execute in the best interest of the client while building a relationship of lifelong trust.”

Rick started in the Financial Services business in 1993.  His specialty is strategic investment management for business owners, professionals, and management professionals and families.

Regardless of your stage in life, it is important that you take steps Today, to ensure your personal financial independence in the future.  The key to successful wealth management is planning.  Our Team has been helping clients achieve their financial goals for over 3 decades through comprehensive tax, estate planning, business succession and retirement planning.  

As a member of a select group of advisors with a long list of credentials and sought after designations, Rick is able to navigate your investment goals and portfolio through market cycles and changing life goals.  Our wealth management process reviews your financial circumstances and develops plans for every stage of your life.

Rick is a proud Albertan and has always lived and been involved in the Edmonton community.  Other than “our defining” winters, Edmonton is a great place to enjoy the outdoors and many festivals and community events.

Rick enjoys exploring Alberta and spending summer weekends at the cottage with family and friends.