Find a CEA

With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.

Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.

A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.

I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated funds. I am good at retirement planning and intergenerational inheritance. I can speak fluent Mandarin and help the Chinese community.

Jag is a CRA
(Canadian Residential Appraiser) and an AIC (Appraisal Institute of Canada)
Member since 2005. He is the founder and CEO of Highland Appraisals Inc., a
real estate appraisal firm serving Fraser Valley and the Lower Mainland.
Highland Appraisals provides services to major financial institutions and
credit unions in Canada including the big five banks, Credit Unions, and Law
Firms. Having experience in appraising multitude of properties over the course
of his career, Jag has seen a variety of different circumstances with differing
markets conditions. Jag decided to further his knowledge by acquiring CEA
designation to better service his clients while expanding his horizon in the
industry. 

As an Edward Jones financial advisor, I am passionate about working with clients of all ages who are serious about reaching their financial goals regardless of their current means.

Whether you're establishing an emergency fund, saving for your first home, retirement, or your children's education, or perhaps you need help with a debt elimination plan or wish to establish protection through insurance - we can work together to identify your objectives and develop a personalized, executable strategy to ensure you reach your goals.

Though I don't set New Year's resolutions, I do assign a word of the year. For 2023, my word is "intentional". Being intentional helps us: make choices to reflect what is important to us; to focus our actions to align with our most important goals; to be present; to provide clarity. It also helps us say no to many things so we can focus on the one or two things that will really move the dial!

A bit about me, I live locally with my husband Mac. We have three adult children all living in the USA. Avid runners and fitness enthusiasts, we also love to travel and entertain. Financial fitness is also very important to me. I am invested in following the same advice I offer my clients. Sharing with charities is a priority as well, this is why I commit to giving back a percentage of my income monthly.

Being a limited partner with Edward Jones means that I have a vested interest in the success of our clients as that ultimately reflects on the success of the company.

If you are interested in creating a path toward your financial goals, we invite you to contact us. We look forward to meeting you and starting this journey together

 am happy to be serving the communities of Perth, Carleton Place and the Ottawa area as a financial advisor with Edward Jones. When my career with Edward Jones started, it evolved over time with different roles, but I am happy that my journey brought me to taking a role as a financial advisor. Edward Jones has a very unique business model. Our Perth office of two Financial Advisors, my husband John and myself, and two Client Experience Specialists gives us the opportunity to have a very personalized approach. Edward Jones started doing personalized business this way over 25 years ago in Canada and has not strayed from this business model in all these years. It is very important to our office team because we value getting to know people.

I take my time to understand what your individual goals and needs are. I partner with my clients for life, including the ups and the downs. My clients know that I am always here for them, even in the most difficult times. It is also important to understand the level of risk that different individuals are comfortable accepting when investing so we can balance that with the steps necessary to reach your long-term goals and needs.

When I am not assisting our clients with their financial needs, I am busy raising my beautiful daughters, Anastacia and Nikole. John, the girls and myself are a very busy family, living in Lanark on a small hobby farm. As a family we love spending time together, travelling and taking care of our small alpaca herd, Maremma sheepdogs, goats and other farm animals. It is a new adventure for us and we are very excited to be able to be part of such a beautiful community.

I go home every night to my family knowing that I have really been able to take care of my clients.

I love what I do and I am happy to be able to provide for others what I am passionate about.

I am the Director of Business Development for Wealth Stewards.  One of our sister companies is Estate Stewards.  I am constantly asked questions on estate work, estate planning, etc.  I believe I owe it to our clients to be able to both answer their questions on estate planning and help them execute their decisions.