Rick is currently a co-founder and CEO of Welement Inc. He has over 30 years of experience in the wealth management industry which includes holding senior corporate roles, coaching advisors and creating one of the most successful wealth management practices in Canada. His broad exposure and experience have helped him to be more effective when providing input into the development and execution of various strategic initiatives.
During his career as a founding director of Stonegate Private Counsel, he specialized in working with high net worth families to provide innovative and customized solutions and help preserve and enhance their personal and business wealth.
Rick’s unique experience has allowed him to even better understand financial advisors’ core problems and to use this understanding to help create Welement. This technology platform is designed around best practices and helps financial advisors to Systematize. Simplify and Create Capacity in their businesses.
His personal motto that has driven him throughout his career has been “Passion + Focus = Impact”.