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Rick Shrum is our new Certified Financial Planner.
Leveraging 12 years of business consulting experience prior to joining Today & Tomorrow Rick sums up his philosophy in the following way:
“No family can contemplate a successful financial journey, especially across more than one generation, without some sort of comprehensive financial, investment and estate plan. My job is to help families like yours develop such a comprehensive plan … and then guide them through completion of that plan, year after year.
Financial Planning on its most fundamental level acts to eliminate your financial fears: what would happen if you became unemployed, disabled, or passed away? Planning can’t prevent those things from happening, but it can, within certain tolerances, prevent them from turning into financial disaster. On the upside, I think planning gives you the best possible chance to grow and protect your earnings and assets so that you can live, as nearly as possible, financially worry-free. And so that you can do the things you want for the people you care about, both during your life and after it.
Rick is committed to the financial planning process and has acquired the following degrees and designations:
B.B.A. - Bachelor of Business from Acadia University
CFP - Certified Financial Planner from Financial Planners Standards Council
CSA - Certified Senior Advisor from Canadian Academy of Senior Advisors
FMA - Financial Management Advisor from Canadian Securities Institute
(Currently pursuing the CIM - Certified Investment Manager from the Canadian Securities Institute)
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|  "Life
is busy and just keeping up with the
everyday financial necessities can be
a challenge for most of us.
We’d like to
help you simplify those necessities
so you can have more time to do the
things you enjoy. One way is to take
advantage of some of the services and
conveniences available to you through
our online statement area.
Call us to arrange
for your own online access."
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