When I was a little boy my financial security planning started with my father giving me a pass book to save money, insisting the balance must be higher every year. I had many jobs and he would look at my pass book from time to time to ensure it was growing.

Today, I have an accounting designation (CGA), a Registered Health Underwriter (RHU) designation and an Elder Planning Counsellor (EPC) designation. I use my education, training and business experience in financial security planning to help and encourage my clients, much the same way my dad so successfully helped me.

Risk management, education and retirement planning, life insurance and estate preservation are all vital components of a financial security plan that will help ensure your financial security and future prospects as well as those of family members, loved ones, business partners and other stakeholders important to you.

I work closely with experts in taxation, estate planning and critical illness protection to help my clients receive knowledgeable advice.

I believe that everyone has personal aspirations, dreams, needs and goals. I am an honest, attentive, dedicated, discreet and motivated professional who takes the time to help clients plan for today and tomorrow, achieve their goals and live better lives with greater financial security.

I look forward to meeting with you soon,

Ric Haroutunian