Rick Jones, CFP

Founder & President

Rick has been dedicated to providing superior client service in the insurance and financial planning 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 is a Top of the Table Member of MDRT. 

 

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.