Rick Spence CFP®, CPCA, RRC
Rick Spence began his career with Investors Group in 1993. Shortly thereafter he achieved his CFP, CPCA and RRC designations allowing him to focus on the needs of senior clients. For over 26 years, Rick has steadily built his practice to more than $130 M in assets and has been a consistent member of the prestigious President’s Club and Elite every year. Rick credits superior, attentive customer service and targeted strategies as the foundation for his successful practice. He delivers his plans with integrity, honesty and clarity.
Rick specializes in uncovering and recognizing strategies in any financial situation and at whatever life stage. He helps professionals, business owners, families, retirees and individuals through tax planning, estate preservation, asset allocation and intergenerational wealth transfer and more.
Rick surrounds himself with specialists and remains dedicated to continually honing his craft. He cares for his clients and his team as if they were family, providing sound and solid advice.