Rick Machtinger  Bba Mba Cfp®
AeroLeads people directory · profile

Rick Machtinger Bba Mba Cfp® Email & Phone Number

I help pre-retirees increase their retirement income so that they can have the retirement they've always dreamt of. at Desjardins Financial Security Independent Network
Location: Markham, Ontario, Canada 6 work roles 3 schools
1 work email found @dfsin.ca 1 phone found area 905 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@dfsin.ca
Direct phone (905) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
I help pre-retirees increase their retirement income so that they can have the retirement they've always dreamt of.
Location
Markham, Ontario, Canada
Company size

Who is Rick Machtinger Bba Mba Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Rick Machtinger Bba Mba Cfp® is listed as I help pre-retirees increase their retirement income so that they can have the retirement they've always dreamt of. at Desjardins Financial Security Independent Network, a company with 594 employees, based in Markham, Ontario, Canada. AeroLeads shows a work email signal at dfsin.ca, phone signal with area code 905, and a matched LinkedIn profile for Rick Machtinger Bba Mba Cfp®.

Rick Machtinger Bba Mba Cfp® previously worked as CERTIFIED FINANCIAL PLANNER® at Desjardins Financial Security Independent Network and Director New Business Development at Desjardins Financial Security Independent Network. Rick Machtinger Bba Mba Cfp® holds M.B.A., Finance & Investment Management from University Of Windsor.

Company email context

Email format at Desjardins Financial Security Independent Network

This section adds company-level context without repeating Rick Machtinger Bba Mba Cfp®'s masked contact details.

*@dfsin.ca
71% confidence

AeroLeads found 1 current-domain work email signal for Rick Machtinger Bba Mba Cfp®. Compare company email patterns before reaching out.

Profile bio

About Rick Machtinger Bba Mba Cfp®

The people we enjoy helping want to Retire someday and live a life they have dreamed of living without worry and fear.What are they worried about? 👇🏼🚩 How much money they’ll need to retire without lowering their standard of living🚩 How future tax law changes will affect their Retirement🚩 Are they’re saving enough money for Retirement🚩 Where is the best place to put their money for RetirementHow have people tried to answer these questions? 👇🏼🚩 By trying to save even more money🚩 To be in a lower tax bracket🚩 To work even longer🚩 To take even more risk🚩 To take out just enough money from their Retirement Assets so they don’t run out🚩 To lower their expectations about the life they have always dreamed about living in RetirementAfter 30 plus years of industry experience and investing over $50,000 in my personal development, I asked myself the same questions.This has led me to realize that the solution is a Retirement Income Strategy that is designed differently than the attempted solutions mentioned above. This new strategy will:✅ Increase your Retirement Income✅ Guarantee Income for the rest of your life✅ Provide a framework to actually choose how you want to live now and in the future✅ Create viable options to choose from in the future at Retirement👋🏼 I’m a Certified Financial Planner that has found a unique approach to retirement planning and that is to focus on the end game. The purpose of saving money for the long-term is to create an Income Stream in Retirement so that you can live the way you want to live as defined by you.Let me share with you the different Retirement Income Strategies that can dramatically increase your Retirement Income.DM me if you want to retire in the way you've always dreamed of.

Listed skills include Strategic Financial Planning, Estate Planning, Critical Illness, Investments, and 24 others.

Current workplace

Rick Machtinger Bba Mba Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Desjardins Financial Security Independent Network
Desjardins Financial Security Independent Network
I help pre-retirees increase their retirement income so that they can have the retirement they've always dreamt of.
toronto, ontario, canada
Website
Employees
594
AeroLeads page
6 roles · 38 years

Rick Machtinger Bba Mba Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner®

Current

Toronto, Canada Area

Continue to build and maintain my wealth and estate planning practice.303-3000 Steeles Ave. East Markham, Ontario L3R 4T9905 470-7788 Ext. 242 (Work)Licensed for insurance in the province of Ontario

Feb 2012 - Present

Director New Business Development

Toronto, Canada Area

Responsible for the recruitment, training and management of new Life Insurance AdvisorsContinue to build and maintain my wealth and estate planning practice.Licensed in the Province of Ontario

Feb 2010 - Jan 2012

Certified Financial Planner®

Toronto, Canada Area

Continue to build and maintain my wealth and estate planning practice.Registered for mutual funds in the Province of OntarioMutual funds are distributed through Desjardins Financial Security Investments Inc.

Jun 2011 - Apr 2017

Certified Financial Planner®

Wealth Booster Inc.

Toronto, Canada Area

Specialized in helping clients effectively pay off their mortgage in almost half the time with the same monthly budget. Educated clients on how they can protect their retirement income from poor or disasterous market returns.

Sep 2007 - Jan 2010

Financial Planner

Toronto, Canada Area

Developed, launched and successfully administered a financial planning practice which included consulting and selling a full range of financial products and services.

1991 - 2007 ~16 yrs

Business Planning Analyst

Toronto, Canada Area

Developed a statistical handbook to provide management with essential financial statistics and analysis for planning, decision-making and control.Contributed to improving profitability by thoroughly analyzing past and present trends, developing financial and non-financial measurement systems and monitoring performance.

1988 - 1991 ~3 yrs
Team & coworkers

Colleagues at Desjardins Financial Security Independent Network

Other employees you can reach at dfsin.ca. View company contacts for 594 employees →

3 education records

Rick Machtinger Bba Mba Cfp® education

M.B.A., Finance & Investment Management

Authored manual on how to open and successfully operate a nightclub. Published by the Small Business Centre of the University of Windsor..

Education record

Mackenzie Collegiate Institute
FAQ

Frequently asked questions about Rick Machtinger Bba Mba Cfp®

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

What company does Rick Machtinger Bba Mba Cfp® work for?

Rick Machtinger Bba Mba Cfp® works for Desjardins Financial Security Independent Network.

What is Rick Machtinger Bba Mba Cfp®'s role at Desjardins Financial Security Independent Network?

Rick Machtinger Bba Mba Cfp® is listed as I help pre-retirees increase their retirement income so that they can have the retirement they've always dreamt of. at Desjardins Financial Security Independent Network.

What is Rick Machtinger Bba Mba Cfp®'s email address?

AeroLeads has found 1 work email signal at @dfsin.ca for Rick Machtinger Bba Mba Cfp® at Desjardins Financial Security Independent Network.

What is Rick Machtinger Bba Mba Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 905 for Rick Machtinger Bba Mba Cfp® at Desjardins Financial Security Independent Network.

Where is Rick Machtinger Bba Mba Cfp® based?

Rick Machtinger Bba Mba Cfp® is based in Markham, Ontario, Canada while working with Desjardins Financial Security Independent Network.

What companies has Rick Machtinger Bba Mba Cfp® worked for?

Rick Machtinger Bba Mba Cfp® has worked for Desjardins Financial Security Independent Network, Desjardins Financial Security Investments Inc., Wealth Booster Inc., Freedom 55 Financial, and Td Bank.

Who are Rick Machtinger Bba Mba Cfp®'s colleagues at Desjardins Financial Security Independent Network?

Rick Machtinger Bba Mba Cfp®'s colleagues at Desjardins Financial Security Independent Network include Patricia Morin Bouchard, Andrea Bellefeuille, Bartek Piraszewski, Romeo Walter Dos Remedios, and Nadeem Khan, Mba.

How can I contact Rick Machtinger Bba Mba Cfp®?

You can use AeroLeads to view verified contact signals for Rick Machtinger Bba Mba Cfp® at Desjardins Financial Security Independent Network, including work email, phone, and LinkedIn data when available.

What schools did Rick Machtinger Bba Mba Cfp® attend?

Rick Machtinger Bba Mba Cfp® holds M.B.A., Finance & Investment Management from University Of Windsor.

What skills is Rick Machtinger Bba Mba Cfp® known for?

Rick Machtinger Bba Mba Cfp® is listed with skills including Strategic Financial Planning, Estate Planning, Critical Illness, Investments, Disability Insurance, Insurance, Retirement, and Financial Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.