Richard (Dick) Urekar Mba, Ficb
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Richard (Dick) Urekar Mba, Ficb Email & Phone Number

Senior Financial Advisor | Branch Owner | Fellow, Institute of Canadian Bankers| at Assante Wealth Management
Location: Canada 2 work roles 4 schools
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Current company
Assante Wealth Management
Role
Senior Financial Advisor | Branch Owner | Fellow, Institute of Canadian Bankers|
Location
Canada
Company size
961 employees

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Richard (Dick) Urekar Mba, Ficb is listed as Senior Financial Advisor | Branch Owner | Fellow, Institute of Canadian Bankers| at Assante Wealth Management, a with 961 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Richard (Dick) Urekar Mba, Ficb.

Richard (Dick) Urekar Mba, Ficb previously worked as Manager, Business Owners & Professionals at Toronto Dominion, Private Banking. Richard (Dick) Urekar Mba, Ficb holds Fellow, The Institute Of Canadian Bankers, Banking And Financial Management from Institute Of Canadian Bankers.

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Assante Wealth Management

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About Richard (Dick) Urekar Mba, Ficb

I am a Branch Owner and Senior Financial Advisor at Assante Capital Management Ltd. I help people who want to plan for their financial future. I have meeting offices in Mono and Burlington.WHO I SERVEI work with individuals and their tax and legal professionals to ensure all aspects of your financial needs are addressed with solutions that make sense. MY STORYOver the years I have worked directly with business owners and professionals. I have been a financial controller and a banking manager. This combination of experience has provided me with a solid understanding of your needs.HOW I HELPToday, when working with individuals and couples, I am supported by a team of professionals including lawyers, tax accountants, estate planning specialists and financial analysts. I act as my clients’ main contact point to simplify their financial lives. Many of my clients that are business owners, find managing the growth and finances of their business can be complex and time-consuming. You also have your personal and family life to think about. I can help simplify your life.HOW TO GET STARTEDI take on new clients I can help. Let’s set up a quick introductory phone call at 888-662-6770, email me at durekar@assante.com or visit my advisor website at www.rufa.ca

Listed skills include Wealth Management, Financial Advisory, Investment Advisory, Retirement Income Strategies, and 1 others.

Current workplace

Richard (Dick) Urekar Mba, Ficb's current company

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Assante Wealth Management
Assante Wealth Management
Senior Financial Advisor | Branch Owner | Fellow, Institute of Canadian Bankers|
toronto, ontario, canada
Website
assante.com
Employees
961
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2 roles · 36 years

Richard (Dick) Urekar Mba, Ficb work experience

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Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers|

Current
Assante Wealth Management

• Senior Financial Advisor, with extensive experience in the financial industry and business sector.• At Assante I use an integrated, 5 – Step planning process to client wealth management • Work with clients and their tax/legal professionals to ensure meaningful solutions are provided in a cost effective manner.• As an Advisor, my priority is to help you grow your assets securely and provide timely service. Client's testimonials can speak to that.• Having extensive work experience in the financial industry, I am part of Assante because their values align with mine, when it comes to looking after my clients.

1997 - Present ~29 yrs 6 mos

Manager, Business Owners & Professionals

Toronto Dominion, Private Banking

• Primary focus on clients that included; business owners, accountants and lawyers.• Ensure these clients had appropriate credit facilities with the bank.• Involved with local service clubs, business and professional networks.

1991 - 1997 ~6 yrs
Team & coworkers

Colleagues at Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 961 employees →

KW Katie Walewski Katie Walewski Colleague at Assante Wealth ManagementToronto, Ontario, Canada View → IM Ian Mellor Ian Mellor Colleague at Assante Wealth ManagementVancouver, British Columbia, Canada View → FH Frank Hurst Frank Hurst Colleague at Assante Wealth ManagementToronto, Ontario, Canada View → SN Sarah Numada Sarah Numada Colleague at Assante Wealth ManagementVancouver, British Columbia, Canada View → JC Jacy C. Jacy C. Colleague at Assante Wealth ManagementToronto, Ontario, Canada View → SS Stephen Safulko Stephen Safulko Colleague at Assante Wealth ManagementBeaconsfield, Quebec, Canada View → LE Lorraine Ellement Lorraine Ellement Colleague at Assante Wealth ManagementMontreal, Quebec, Canada View → CW Chris Winrow Chris Winrow Colleague at Assante Wealth ManagementNorth Bay, Ontario, Canada View → JR Jan Russel Jan Russel Colleague at Assante Wealth ManagementToronto, Ontario, Canada View → KI Kerry Idris Kerry Idris Colleague at Assante Wealth ManagementNorth Bay, Ontario, Canada View →
4 education records

Richard (Dick) Urekar Mba, Ficb education

Fellow, The Institute Of Canadian Bankers, Banking And Financial Management

Institute Of Canadian Bankers

Registered Trust & Estate Practitioner

Society Of Trust And Estate Practitioner
FAQ

Frequently asked questions about Richard (Dick) Urekar Mba, Ficb

Quick answers generated from the profile data available on this page.

What company does Richard (Dick) Urekar Mba, Ficb work for?

Richard (Dick) Urekar Mba, Ficb works for Assante Wealth Management.

What is Richard (Dick) Urekar Mba, Ficb's role at Assante Wealth Management?

Richard (Dick) Urekar Mba, Ficb is listed as Senior Financial Advisor | Branch Owner | Fellow, Institute of Canadian Bankers| at Assante Wealth Management.

Where is Richard (Dick) Urekar Mba, Ficb based?

Richard (Dick) Urekar Mba, Ficb is based in Canada while working with Assante Wealth Management.

What companies has Richard (Dick) Urekar Mba, Ficb worked for?

Richard (Dick) Urekar Mba, Ficb has worked for Assante Wealth Management and Toronto Dominion, Private Banking.

Who are Richard (Dick) Urekar Mba, Ficb's colleagues at Assante Wealth Management?

Richard (Dick) Urekar Mba, Ficb's colleagues at Assante Wealth Management include Katie Walewski, Ian Mellor, Frank Hurst, Sarah Numada, and Jacy C..

How can I contact Richard (Dick) Urekar Mba, Ficb?

You can use AeroLeads to view verified contact signals for Richard (Dick) Urekar Mba, Ficb at Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Richard (Dick) Urekar Mba, Ficb attend?

Richard (Dick) Urekar Mba, Ficb holds Fellow, The Institute Of Canadian Bankers, Banking And Financial Management from Institute Of Canadian Bankers.

What skills is Richard (Dick) Urekar Mba, Ficb known for?

Richard (Dick) Urekar Mba, Ficb is listed with skills including Wealth Management, Financial Advisory, Investment Advisory, Retirement Income Strategies, and Estate And Tax Strategies.

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