Rick Tomalty, Cfp, Clu Email & Phone Number

Kingston, On, Ca

Kingston, Ontario

Kingston, Ontario

Most of our life goals have financial implications, underscoring the need for advance planning and decision-making. As a financial advisor and planner for individuals, their families and businesses, my role is to help my clients navigate the various opportunities and obstacles on route to financial peace of mind and freedom. A significant part of my practice is dedicated to doctors, dentists and other medical professionals, helping them make regret-free financial decisions on a firm, trustworthy foundation.

Ontario And Saskatchewan, Canada

Having started my career in 1985 as a Financial Security Advisor in Ottawa, Ontario, I was given multiple opportunities over the years to serve London Life/Freedom 55 Financial in a number of management roles throughout Ontario and Saskatchewan. As Regional Director, I had the privilege of supporting a community of financial security advisors, managers and administrative staff as they served our clients throughout Saskatchewan and more recently Eastern Ontario. One of the most enjoyable aspects of my role was introducing others to this dynamic career, helping them determine the career fit, and supporting them as they grew professionally and personally.Freedom 55 Financial is a division of London Life Insurance Company, serving as its exclusive distribution channel for financial products and services. Quadrus Investment Services is the mutual fund dealership for Freedom 55 Financial operations, regulated under the Mutual Fund Dealers Association (MFDA).

Bachelor Of Arts, Criminology & Criminal Justice, Major In Law

Education record