Rick Barkwell

Financial Advisor
604-850-8680


201 - 2190 West Railway Street
Abbotsford, BC
V2S 2E2
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Welcome

We hear what is important to our clients and respond to their financial goals through careful financial planning to both preserve and grow their wealth. Our focus is on establishing long-term client relationships by following a disciplined financial planning process and we know of many investment strategies to meet the varying needs of our clients. We are dedicated to ensuring clients receive comprehensive financial advice and first-class service. As the financial world becomes more complex, the need for an experienced and knowledgeable advisor is essential, especially during times of change in your life. We welcome you to browse through this site, learn more about our business, and contact us at your convenience.

About

Serving clients since 2002, with a desire to do what is right for his clients, Rick treats his clients' investments as if they were his own, and he values the individual relationships which grow over the years. Rick lives in Abbotsford with his family. Rick is an active member of the community. He is a member of the Abbotsford-Sumas Rotary Club and has served as a director. He can be found on the golf course, the hockey rink or the dance studio encouraging his kids on in their various pursuits.

Rick Barkwell, Financial Advisor

Services

We focus our expertise on coordinating our clients' portfolios in keeping with the the retirement aspirations, and their estate planning, risk management, income tax and business planning strategies and goals. Our greatest hope is to bring our clients insights and perspectives and to guide their long-term finances. Whether it is to retire comfortably, provide for a good education for your children, or plan for a tax-efficient distribution of your wealth, we can help assist in your financial future.


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