About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Rick Bashista - BA, RHU

I provide independent financial advice to individuals, families, professionals, employees and business owners designed to create, manage, preserve and transfer wealth. The contingency or emergency plans that must address cash needs are best summarized as:

Financial Planning 101 – Do you have a plan for?

  • Cash at Death
  • Cash at Disability/Critical Illness
  • Cash at Retirement/Life Transition

My goal is to be different than other advisors in helping you and your family or business. This is most evident by a more personal approach, and understanding your unique family security and investment planning needs. I will earn the right to your business most importantly by the trust and confidence you place in me. As a graduate of McMaster University in Hamilton, Ont. and now more than 30 years of experience with financial planning I am confident you will find my service and support delivered in a professional, informative and caring manner.

My dedication to more than 1,000 clients in the Golden Horseshoe area, and my long term experience in financial planning allows me to provide considerable expertise when helping my clients to increase their wealth, address and reduce risks and lower their taxes.

As your personal, family and business requirements constantly evolve it is important to keep them up-to –date. This will be done by maintaining regular contact, and a convenient easy to do business with approach.

Our Mission

To help individuals, families, professionals, employees and business owners create, manage, preserve and transfer wealth. We provide financial security for you… no matter what happens in an uncertain world.

Our Values

We take pride in providing independent service, support and advise helping people to succeed. This is based upon values such as:

  • Honesty, Integrity, Trust & Respect
  • Wisdom, Family and Security
  • Community Spirit
  • Caring, Compassion
  • Innovation, Best Value Proposition
  • Convenience, Easy to Do Business With

Our Vision

To be a valued and vital partner with our client’s personal financial and life goals. Differentiating ourselves through a caring and compassionate approach with our service. Ensuring the best value for our clients through a combination of product, service and cost considerations. Known throughout our community for a charitable, community spirit and support.