Independence and Guidance

For Long-term Wealth Preservation & Growth

At Rich Financial, we want you to live your life to its fullest potential — and our role is to provide you with the financial guidance and support to help you accomplish your dreams. We know that everyone has their own definition of success and financial independence, which is why we focus on you and coming to understand your unique vision of the future and how we can help serve you.

By providing holistic financial planning and personal investment management services that are specifically tailored to meet your needs, we work to help you successfully achieve your goals. That’s why building strong client relationships is at the heart of our approach. If you’re looking for financial freedom and peace of mind so you can live your life to the fullest, we are here to help.

In Memory of Bill Rich

With the passing of our beloved founder, Bill Rich, we wish to memorialize the values he built our firm’s foundation on and the importance he placed on relationships. Bill believed that by getting to know each other and working together towards a common goal, great things can be achieved for our clients and their families.

“The core values that guide and drive Rich Financial, both personally and professionally, are right in our name… R.I.C.H.

Respect… Integrity… Community… Humility.”

Bill Rich
Bill Rich (1959-2024)

Comprehensive Wealth Management

Holistic Financial Planning

Identifying and crystallizing your financial goals and unique picture of the ideal future is where your journey with us begins. We work together to create a holistic financial plan that is based on your time horizons and income in retirement needs and legacy plans.

Tending to your plan and helping you grow while navigating life’s twist and turns is where we excel.

Personal Investment Management

Our investment management services provide you with a complete array of investment vehicle options. From equity and fixed income investing to mutual funds and ETFs to insurance and real estate instruments, our portfolios are based on your unique risk tolerance and investing preferences.

As your fiduciary, we are committed to always acting in your best interests.

A Culture of Integrity & Community

For nearly 4 decades, the Rich Family has been dedicated to providing financial services of the highest calibre. We endeavour to keep up with the times, strengthen our connections to our community and stay true to our spirit of entrepreneurial and independence.

We invite you to learn more about us and how we can work together.

Are you confident that your current plan is getting you where you want to go? Are you looking for a plan that is more holistic and specifically tailored to meet your unique circumstances and visions of success? We understand that to help people reach their goals, it takes more than cookie-cutter solutions.
That’s why we take the time to come to know you well. So, if you’re looking for a fresh perspective, or second opinion, take the first step. Our complimentary, no-cost, no-obligation review makes it easy.