Rick Weber

Rick Weber

Senior Financial Planner

CIM®

CFP®

B.Econ

I go beyond building investment plans, I build personalized financial plans

Contact me

Phone

Office

(604) 541-6603

Office Location

18630 Fraser Highway Surrey, BC V3S7Y4. map

I have been working in the financial services industry since 1999, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Arts degree in Economics from the University of Victoria. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standard Council. I look forward to working with you.

Certificates

CIM®

CFP®

B.Econ

Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Monthly Perspectives | Standing in a Bucket | June 2025

The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.

Wealth advice worthy of your years of dedication

You've dedicated years to your profession. Now, let us help give you the same level of experienced wealth advice you deserve in your retirement.

Why TD Wealth?

  • Sophisticated, personalized wealth advice
  • A progressive and coordinated approach
  • Focused on you and your unique needs

What To Expect From TD Wealth Financial Planning

As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

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How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

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Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.

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