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

Bio coming soon.