Richards Wick Financial Group Ltd.

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Richards Wick Financial Group Ltd.

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Custom financial planning

At Richards Wick Financial Group Ltd., our mission is to successfully engage individuals, families, and business owners in effective financial planning for their futures. We firmly believe in building authentic relationships rooted in an abundance mindset. We strive to provide financial peace of mind. We want to help you grow your wealth and empower you to live life to the fullest.

We believe that your greatest financial threat is a loss of purchasing power over your lifetime. We can create a custom financial plan that will help you outlive your money and leave a legacy. Whether you are a business owner, professional or pre-retiree, we can help.

We’re passionate about education and coaching. This passion, in combination with taking the time to truly understand all aspects of your financial life, will help you feel confident in your financial future.

Every journey begins with a plan. That’s why we start our meetings with a goal driven discussion. We do this to remember where we started, understand where we are, and reinforce where we’re going. With that established, we can discuss strategies for how we will reach those goals.

Our office is located in Edmonton, Alberta. We offer in-person and virtual appointments for local Clients and those located throughout Alberta. Contact our office to book your appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

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How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

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Office information

Edmonton, AB

Phone:

(780) 454-7934

Email:

richards.wick.financial@sunlife.com

Address:

209 - 14101 West Block Drive NW,, Edmonton, AB, T5N 1L5 Canada

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