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Rica has dedicated the past 20+ years to helping clients preserve and grow their wealth. Rica believes that all relationships should be built on trust and understands that every client works hard to accumulate their wealth. She is passionate about the financial planning process and making sure that each client understands what they are invested in, and why it makes sense for them. Rica’s priority is to simplify the complexities of wealth management so her clients can have peace of mind and spend their time on what matters most to them. Rica is proud to call Winnipeg home and enjoys time spent with her family and friends.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.