Rick has a track record that spans over 30 years. Through his tenure, he has developed life-long relationships with his clients built on trust, integrity, and benevolence. He has a deep-rooted passion for what he does and finds joy in seeing clients succeed.
He takes an objective perspective with clients and believes that service is at the forefront of what he does.
He has always been active, most recently finding a passion for competing and refereeing Short Track Speed Skating. He also enjoys spending time in the trailer, camping with family and friends.
James grew up in Lethbridge and first got into this career full-time a few years ago. He is currently working towards completing the Certified Financial Planner courses.
He has a passion for people and approaches life with a positive outlook. With an intrinsic belief that financial peace should be at the forefront of every client’s outlook, he approaches clients with integrity, respect, trust, and objectivity.
In his spare time, James enjoys being active. Excelling on Volleyball teams throughout his younger days brought him to numerous successes locally, provincially, and nationally. He continues to enjoy the game through play and in a coaching capacity year round.