Andrew D. Rickert, BMath, CFP

Managing Director and Senior Financial Advisor

With over 30 years of industry experience, Andrew plays a fundamental role as one of the Managing Directors of Rickert Financial Group. His unwavering commitment to ensuring the financial success of each of his clients, coupled with exceptional mathematical and analytical skills make him a key asset to the company. Andrew believes that wealth management involves more than just looking after a client’s money via a series of “transactions”.  His collaborative approach entails taking a more holistic view in order to understand the intricacies of each client’s financial picture and their financial ambitions and objectives in order to help them achieve financial wellness in the long term. His refreshing personality and approachable style, solid knowledge of the financial industry and impeccable attention to detail reflect the integrity of his role within the company. Andrew holds a double Bachelor of Mathematics/Business Administration degree from the University of Waterloo.

When he is not “watching the numbers”, Andrew enjoys playing golf, annual ski trips to the “big hills”, the camaraderie of his card club, travelling, spending time with friends and the tranquility of his lakeside Muskoka cottage. He can also often be found taking in a game or watching action movies with one of his 3 adult sons. Andrew and his wife, Jennifer live in Waterloo and share their home with their beloved yellow Lab, Poppy.

Anthony E. Rickert, BA, CFP

Managing Director and Senior Financial Advisor

Tony Rickert is a Certified Financial Planner who started Rickert Financial Group with his brother in 1996.   After 25 years, Tony is still passionate about helping people achieve their life goals through personalized financial strategies.  “I believe that my clients deserve a life of fulfillment and peace of mind.”

Tony graduated from Wilfrid Laurier University in 1989 with a BA(Hons) in Political Science coupled with a Business Administration Option.  He has developed a deep knowledge of varied businesses, industries and their financial processes.   His “Guidance Process” helps clients develop long term personalized life plans by piecing all their financial needs together.

Outside the office, Tony maintains a employs a healthy work life balance.   He stays active by jogging plus playing pickleball and golf.   Tony now lives in Mississauga with his wife Mona and their Shi-poo Bijou.   His grown 3 daughters are moving along with University and work.

Patricia Giglio

Executive Assistant, Manulife Securities Investment Services Inc.

With close to 20 years of industry experience, Pat is integral to the success of Rickert Financial Group. She is largely responsible for the daily operation of the office and ensures that the administration of client transactions run smoothly and accurately. With her friendly demeanor and cordial manner, Pat is available full time to provide first rate client service, answer administrative questions about client portfolios and initiate and process transaction-related paperwork. Outside of the office, Pat is an avid reader, loves to cook, is perhaps the biggest "dog lover" ever, and is an exceptional baker of specialty cakes. She also enjoys spending time with her family, friends and her beloved granddaughters.

Jennifer J. Rickert, BBA

Manager, Marketing and Corporate Promotion

Since joining Rickert Financial Group over 25 years ago, Jennifer continues to be a key player in the company. With an Honours degree in Business Administration from Wilfrid Laurier University, she brings industry experience, a broad spectrum of knowledge and a strong work ethic to the Rickert team. One of her many roles in the company is that of Manager of Marketing and Corporate Promotion.  In this role, she is responsible for managing new and existing marketing programs and executing client specific marketing initiatives and directives. Additionally, Jennifer assumes the role of Corporate Controller, responsible for all of the duties associated with the corporate accounting and maintenance of the company financials. This role demands impeccable attention to detail, efficient work habits and a strong business acumen.

Outside of the office, Jennifer stays active with gardening, working out, taking long walks with her beloved yellow Lab, and ski trips to the "big hills". Entertaining family and friends, reading and spending time at the lake with Andrew and her 3 adult sons are also well-loved pastimes.