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.

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Home Ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability.

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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.

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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.

Rick Floer |
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.
Rick Floer |
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their...
Rick Floer |
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them: Spending more than you make. This usually occurs when overusing credit cards. The temptation is...

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Our Philosophy

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