Rick Matchett is an independent Certified Financial PlannerĀ® professional with more than 20 years experience in the financial services industry. As co-founder of Rickenrick Wealth Partners, he specializes in Insurance Planning, Investment Planning, Tax Planning, and Retirement Planning. Rick began his career as a career agent selling life insurance with Desjardins Financial Security in 1991. He has been brokering insurance and investment products since 1993 and he graduated in 1990 from Fanshawe College with a Business Administration Marketing Diploma.
After many years as a successful investor, Rick Yardy decided to share his experience and launched his Financial Services career as an Investment Funds Advisor. In 2007 Rick joined forces with Rick Matchett, CFP, and the duo set out to create a strong financial services provider in Southwestern Ontario. The market crash in 2008 was a difficult time for investors and advisors. Rickenrick was new and becoming a reality just as the 2008 financial crisis hit us all. The unfavourable timing for launching a Financial Services venture did not slow Rick down. In hindsight, the experience made us stronger and more resilient. Rick currently advises on Investing and Insurance, and is co-founder of Rickenrick Wealth Partners.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Rickenrick Wealth Partners.