Richards Wick Financial Group Ltd.
Job title: It all starts with great advice
Languages spoken: English
Trustworthy advice you can count on
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.