Rick is an Investment Advisor at Raymond James, Kelowna Corporate Branch. Rick is dedicated to assisting his clients in meeting their financial needs. His integrity, hard work, and willingness to listen to his clients help him build strong, lasting partnerships. Rick offers many services and is committed to helping you achieve your financial goals. Personalized work is what sets Rick apart from other Advisors in the industry. Rick designs investment portfolios to meet client’s individual financial needs. He will put you first and your needs first. Rick has worked in the financial services industry for 22 years and joined the Raymond James team as a Financial Advisor in 2014. He holds a Canadian Investment Manager (CIM®) designation, bringing unique expertise as a trusted professional who specializes in portfolio management.