Rick Erven

WORK HISTORY

EDUCATION

SKILLS

ABOUT RICK ERVEN

When people ask, “What do you do?”, I often reply by saying “I work with people to make sure they have enough.”I work with business owners and entrepreneurs in Calgary and the surrounding area to provide guidance on estate, retirement, and business succession planning.My journey to becoming an Wealth Advisor started 40 years ago when I began selling life insurance. I love to ensure my clients have the right kind of financial security, so they can have peace of mind. I thrive on helping people simplify complex terms and concepts and I work directly with them to ensure they have enough to keep the promises they’ve made to themselves, and their family.As a Wealth Advisor, my role is to be your first point-of-contact for all aspects of your financial needs. I am committed to staying on top of the ever-changing laws, financial markets and regulations and I have been committed to ensuring I have the highest level of education by earning the designations of Certified Financial Planner, Charted Financial Consultant, and Chartered Life Underwriter. These accreditations ensure that you can rely on me to develop a comprehensive financial plan that covers all of your investment, tax, estate and insurance planning needs. Along providing you with financial advice, I also have an extensive network of specialists from Realtors and lawyers and other professionals who can seamlessly help you to sell or transition your business.In my leisure time, you’ll find me golfing, skiing, travelling and SCUBA diving. I’m also honoured to have been elected by my local Rotary Club to be the President for 2019-20.If you have any financial-related questions, I’m happy to help. Connect with me at r••••••••@ipcsecurities.com or (40••••••15.