Trusted
financial advice is the cornerstone
of our business. The industry leading
expertise
and personalized strategies and solutions
we deliver to our clients are the basis
of that trust.
To help our clients achieve their goals
with greater peace of mind, The Ritcey Team
adheres to a disciplined investment philosophy
that is focused on long term performance
while managing risk. Through our proven process
we develop, discuss and implement
appropriate
strategies and solutions to
reach our clients’ personal
goals.
Please click below for more information:
Financial Planning
Retirement
Planning
Tax Planning
Estate Planning
Miscellaneous
Planning
Insurance
Investment Management Planning:
Here’s
how we address your investment needs from a
strategic perspective.
Please click below:
Step 1: Questionnaire
Step 2: Sample Investment Management Plan
Step 3: Investment Policy Statement
Investment Management
Solutions:
Here are a number of investment solutions
we use to implement your personalized strategy.
Managed Solutions:
These
solutions are tailored to our clients who
want less involvement in the day–to-day
decision making process regarding their investments.
These solutions allow our clients to focus
on the more important things in life by
delegating the everyday investment decisions
to world-class
money managers.
Please click below for more
information on our Managed Solutions:
Summit Program
Pinnacle Program
Russell
Sovereign
Program
Life Points Program
Mutual Funds
Non-Managed Solutions:
These
solutions are tailored to our clients who
want a more hands on approach to the
day–to–day decision making process
regarding their investments. Together with
The Ritcey Team, our clients participate
in the portfolio management process with
ongoing objective research and insight from
ScotiaMcLeod’s Portfolio Advisory Group.
Please click below for more information
on our Non-Managed Solutions:
Partnership Plus
i:Partner
Conventional Portfolio Management
Other Services:
Complimentary Portfolio Review
Fee Based Financial Planning
Estate Appraisals
Mortgage RSP Administration
Tax Shelters
Offshore Account Portfolio Administration
