Rick MacHtinger Bba Cfp®

Certified Financial Planner® at Desjardins Financial Security Independent Network

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.

Links

Previous companies

Freedom 55 Financial logo
TD Bank Group logo

Timeline

  • Certified Financial Planner®

    February, 2012 - present

  • Director New Business Development

    February, 2010