Weekend- by appointment only
Rice & Associates Financial Services Inc.
- Financial Planning/
Rice & Associates, offers financial planning and insurance services for clients of all ages with the goal of helping clients achieve financial security. We offer clear professional advice that strives to maximize the enjoyment of wealth now and in the future.
Our team is a combination of experience and new energy. Our company founder, Rob Rice, offers 38+ years in the business and is one of Sun Life's leading wealth advisors in the country. He is our in-house expert in retirement and estate planning. In taking a holistic approach to achieving financial security, our sales associates Max Doucet and Paul Karigan, are the perfect compliment to Rob. They specialize in providing you with the best insurance options that are most appropriate to mitigate the risks based on your unique lifestyle needs.
Take a visit to our office and you will meet our administrative team who are the backbone of the company. We have Sandi and Alicia as our Front Office administrators, Collin is Rob's Executive Assistant, Sheryl our Wealth Administration Specialist and Bea, our Client Care Specialist. Melissa Rice, is our General Manager - do feel free to ask her any additional questions about the company as you will see her at networking events!
Please contact us if you have any questions regarding our individual or group services, we are here to help.
- Helping clients achieve financial security.
- Maximize the enjoyment of wealth now and in the future.
- Financial planning
- Group RRSP
We are currently located on the north side of Dufferin Ave, between Waterloo and Colborne. There is plenty of parking in the back of the building.