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You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
We have been a client of Richard’s since day one. We have been impressed by Richard’s financial acumen, his ability to communicate in layman’s terms, and the results of his investment recommendations / decisions. Richard has proven time and time again an ability to outperform the TSX while managing our risk appetite. Particularly reassuring to us is our feeling of certainty in the absolute integrity of Richard’s dealings with us. We have no concerns in recommending Richard to any of our friends and family.
Richard has played an integral role in building our personal financial well-being through RRSPs, and TFSAs. He has always been available to answer questions, do the legwork and research to make sure the investments are on track with our future needs, and that we have an understanding of where our finances are headed.
Aesica Financial is an advising company I can trust to make wise recommendations based on wherever we are at in our savings goals. Richard takes the time to explain transactions in layman’s terms to ensure a thorough understanding.
If you are looking for someone who can help you with your retirement planning that has a deep understanding of the industry and the options available, there is no better professional out there than Richard.
Risk Management Advisor at Alberta Association of Municipal Districts and Counties (AAMDC)
I have known Richard for 20 years. He continually impressed me with how thorough he was in all aspects of his daily work life. He has always been an honest, open person, very detailed, and a straight shooter.
When Richard took over Aesica Financial I knew that I wanted to be a client. I wanted Richard to show my wife and I how we can grow our money, maybe more so after the last financial meltdown, how we can KEEP our money. I’m not a risk taker, and at 50 years of age this wasn’t the time to take risks.
What we appreciate the most is the way Richard has been very hands on, showing us the reasoning behind decisions made to keep our finances moving in the right direction. He’s patient, knowledgeable, has a keen understanding of the marketplace, and explains in clear language what is happening within our portfolio and where he wants to take it.
If anybody is looking for a financial planner, I pass on Richard’s name with no hesitation.
We serve individuals, families and business in the Sherwood Park area. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.