Rick Machtinger, BBA, MBA, CFP

Rick Machtinger, BBA, MBA, CFP

  • Certified Financial Planner

For over twenty years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.

Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.

I am commited to guide you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.

I hold two degrees in Business (BBA, MBA) and maintain the following designation - Certified Financial Planner. Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.

3000 Steeles Ave East, Suite 303, Markham, ON  L3R 4T9
Phone: 905 470-7788 ext. 242  |  Fax: 905 470-7780