Meet our Team

Rick Shrum - Investment Advisor

Rick works as part of our team in servicing our clients. He takes a personal approach to helping our clients achieve their goals.

Taking time to get to know and understand our clients’ objectives is of utmost importance. Using comprehensive financial planning Rick guides his clients through a myriad of financial matters including portfolio management, retirement, insurance, estate and tax planning.

Rick has 10 years experience as a financial advisor. He graduated from Acadia University with a degree in Business and a major in Finance.

His qualifications include Certified Financial Planner (CFP), Certified Investment Manager (CIM), Financial Management Advisor (FMA) and is a Fellow of the Canadian Securities Institute (FCSI). Rick is licensed with IPC Securities Corporation and has access to a full range of products such as ETFs, bonds, common and preferred shares, options, mutual funds and so much more...

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund (CIPF). Investment Planning Counsel is a fully integrated Wealth Management Company. Mortgage services provided by IPC Save Inc. (ON lic. #10227). Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of CIPF. Insurance products available through IPC Estate Services.