Andrew D. Rickert, BMath, CFP®

Founder, Rickert Financial Group
Life Insurance Advisor, Managing Director
Senior Financial Advisor – Worldsource Financial Management Inc.

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, Ruby.