Rick Weber, Financial Planner,Surrey, BC | Gestion de Patrimoine TD

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18630 Fraser Highway Surrey, BC V3S7Y4. map

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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

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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: June 2026 | The Mast

Like Odysseus before the Sirens, investors face forces that can overwhelm reason. The key is building a structure before emotion takes over.

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.