Our Team

Our Team

Rick Jones CFP, MDRT (T.O.T)
Founder & President

Rick Jones

Rick has been dedicated to providing superior client service in the finance 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 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.

Matt James
Vice President

Rick Jones

Matt moved to Vancouver from Wales over 10 years ago. He played professional rugby union in Wales and France, where he gained recognition and was named to play on the Wales 'A' national team. Matt's motto is to “pay attention to the small details as the small details matter in a big way.” This philosophy has transitioned well to the financial services profession. Matt is proud to be a Trusted Advisor to his many loyal clients, and currently working on attaining his CFP designation.

In Matt's spare time you will find him on the golf course, volunteering coaching rugby at Saint George's high school and watching hockey!