Home Ownership
Owning your own home is an accomplishment that can provide financial security, flexibility and stability.
About Us
Welcome to Rick Floer Group Private Wealth Management. We help clients commit to their Financial Plan through our unique wealth management process. This commitment to the plan creates the correct habits and confidence to ensure they achieve their life goals. We understand a sustainable and successful partnership requires mutual trust and respect - We manage people not money.
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Our Process
We implement a holistic approach to the financial planning process. It is not just about where you are today but where you want to be. It’s your financial future and we will custom-tailor solutions in your financial plan to address your unique goals and concerns.
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In the Community
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
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How Can We Help ?
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
Planning to Retire?
Canadians are living longer than ever before. And while people once anticipated enjoying travel and leisure activities in their retirement years, things have changed.
Managing Your Own Business
Starting your own company is a challenging and risky business but can also be very rewarding.
Our Team
Education Centre
As part of our ongoing commitment to maintaining an enhanced level of service and thought-leadership, it is important that our team is continuously learning and sharing. We believe that education and knowledge help empower better decisions, and ultimately inspire greater financial confidence in our clients.
Here you can find the latest insights and resources from our team, IG Private Wealth Management and other top industry thought leaders.
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so. While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can be helpful to gain some understanding...
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, ensuring your child remains the sole beneficiary.
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.
Videos
We manage the complexities of your wealth to enhance your financial well-being.
2019 Market Insights
Our Senior Vice-President, Investment Strategy, Bill Chornous, shares insights and what investors can expect in 2019