Rick Tomalty, Cfp, Clu Email and Phone Number
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Professional Designations: CFP, CLU, CH.F.C., CPC, CHS, MFA, CEA with experience in the financial planning industry since 1985, both as a financial advisor and as the senior branch manager for financial centres in Ontario and Saskatchewan.As Senior Partner and co-owner of Caldwell Wealth & Estate Advisory Ltd., Rick incorporates his training as a Certified Professional Coach through supporting the values-driven goals and aspirations of his clients. Much of his practice is dedicated to helping incorporated professionals, owners of private corporations and their families, and providing long-term continuity to the CWEA family of clients is an important priority for their financial advisory firm.Specializes in financial planning for doctors, dentists and other medical professionals, their families and professional corporations.Community involvement includes coaching competitive hockey and being active in serving with local church and charities.
Caldwell Wealth & Estate Advisory
View- Website:
- caldwelladvisory.ca
- Employees:
- 11
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Senior Partner | Co-Owner | Financial AdvisorCaldwell Wealth & Estate AdvisoryKingston, On, Ca
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PresidentCarric Freight Lines Ltd. Dec 2014 - PresentKingston, Ontario
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Senior Partner | Co-Owner | Financial AdvisorCaldwell Wealth & Estate Advisory Apr 2012 - PresentKingston, OntarioMost 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.
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Regional Director & Branch ManagerFreedom 55 Financial May 1985 - Apr 2012Ontario And Saskatchewan, CanadaHaving 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). -
Financial AdvisorFreedom 55 Financial 1985 - 2012
Rick Tomalty, Cfp, Clu Skills
Rick Tomalty, Cfp, Clu Education Details
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Criminology & Criminal Justice, Major In Law -
Champlain High School
Frequently Asked Questions about Rick Tomalty, Cfp, Clu
What company does Rick Tomalty, Cfp, Clu work for?
Rick Tomalty, Cfp, Clu works for Caldwell Wealth & Estate Advisory
What is Rick Tomalty, Cfp, Clu's role at the current company?
Rick Tomalty, Cfp, Clu's current role is Senior Partner | Co-owner | Financial Advisor.
What is Rick Tomalty, Cfp, Clu's email address?
Rick Tomalty, Cfp, Clu's email address is ri****@****lty.com
What is Rick Tomalty, Cfp, Clu's direct phone number?
Rick Tomalty, Cfp, Clu's direct phone number is +161353*****
What schools did Rick Tomalty, Cfp, Clu attend?
Rick Tomalty, Cfp, Clu attended Carleton University, Champlain High School.
What are some of Rick Tomalty, Cfp, Clu's interests?
Rick Tomalty, Cfp, Clu has interest in Coaching Minor Hockey, Leadership Development, Scuba Diving, Reading, Sailing, Sports, Music, Family Time.
What skills is Rick Tomalty, Cfp, Clu known for?
Rick Tomalty, Cfp, Clu has skills like Strategic Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Financial Services, Financial Planning, Estate Planning, Wealth, Wealth Management, Financial Advisory, Retirement.
Who are Rick Tomalty, Cfp, Clu's colleagues?
Rick Tomalty, Cfp, Clu's colleagues are Josef Riha, Jason Stubinsky, Corrie A. Westendorp, Andrew Fowler, Dan Lambert, Bba, Cfp®, Cim®, Fcsi®, Michael Caldwell, Galen Nuttall, M.ed, Cfp.
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