Rick Machtinger, a CERTIFIED FINANCIAL PLANNER®, has a strong background in financial planning and has worked for various companies including Desjardins Financial Security Independent Network, Desjardins Financial Security Investments Inc., Wealth Booster Inc., Freedom 55 Financial, and TD Bank. Rick has experience in building and maintaining wealth and estate planning practices, recruiting and training advisors, specializing in mortgage payment strategies, and developing financial measurement systems to improve profitability. With a B.B.A and M.B.A in Finance & Investment Management, Rick is well-equipped to provide clients with expert financial advice.
February, 2012 - present
February, 2010
Managing Partner / Certified Financial Planner™ at The Wealth Consulting Group
Certified Financial Planner at Prime Capital Investment Advisors
Certified Financial Planner at Tax & Financial Group
Advanced Sales/certified Financial Planner at Concourse Financial Group
Certified Financial Planner at ProVise Management Group, LLC.
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