Rick Thomas Cim Email & Phone Number

__________________________________________Core Principles: Trust, Integrity and Professionalism__________________________________________As an Investment Advisor with over 23 years of wealth management experience, My team and I provide unprecedented value through the strong relationships we build with our clients and their families. My goal is simple, I want you to feel good about your wealth. I want to provide you with strategic investment strategies based on my core philosophies of Trust, Integrity and professionalism. Our team follows a rigorous and disciplined wealth management process that encompasses a structured methodology while allowing for careful customization as your unique needs and situations evolve over time.Born in Edmonton Alberta, I have developed a wide network of respected clients with some of Alberta’s key business families over the years. I pride myself in retaining long-term relationships with clients, always keeping their interests in mind.I believe in providing simplicity and results. Something such as a informative conversation can help provide you with the essentials to get you started in the complexities of financial markets. Regardless of whether or not you're in the market for an advisor, please contact me anytime during the week to help better understand your situation. I am more than happy to help by providing the right advice for you, your family and the matters that are most important in your life. _______________________________________________________________________________What my team and I Provide:• Strategic Asset Allocation• Investment Advice • Maximizing portfolio returns• Providing timely updates• Keeping our clients connected and updated• Provide a strong portfolio foundationE: rick.thomas@nbc.ca P: (780) 409 3092W: http://advisors.nbfwm.ca/en/richard-thomas/

Listed skills include Asset Allocation, Financial Advisory, Investments, Portfolio Management, and 20 others.