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Successful planning for the future requires a long-term approach

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Our company was established as a General Agency for life protection products in 1978.
Over our forty-year presence in the insurance and investment industries, we have established strong working relationships with many financial and insurance institutions.

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Meet the Team

We pride ourselves on offering reliable, honest financial advice based on education, knowledge and experience and strive to ensure excellent customer service and a positive client experience.

Meet the Team

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured by offering a variety of financial products and services to meet your specific needs.

See how we can help

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Client Resources

Your financial life doesn’t have to be complicated. Bookmark this page and refer to it often for helpful financial tools and resources.

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About Us

commitment to value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Andrew D. Rickert, BMath, CFP Photo

Andrew D. Rickert, BMath, CFP

Managing Director and Senior Financial Advisor
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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.

Andrew Rickert headshot
Anthony E. Rickert, BA, CFP Photo

Anthony E. Rickert, BA, CFP

Managing Director and Senior Financial Advisor
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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.

Anthony E. Rickert
Patricia Giglio Photo

Patricia Giglio

Executive Assistant, Manulife Securities Investment Services Inc
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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.

Patricia Giglio
Jennifer J. Rickert, BBA Photo

Jennifer J. Rickert, BBA

Manager, Marketing and Corporate Promotion
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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.

Jennifer Rickert

6-step Financial Strategy Process


STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.













Our Services

Providing the value of advice

Financial markets are continually changing and understanding how and if those changes will affect you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – today and in the future.


For more information on the services and solutions available to you,

Contact Us Today


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 1-888-477-9609