RLA Financial

Rick Lachine has over 20 years experience working in the financial services industry. His credentials attest to his dedication to keeping informed, to enable him to better help you achieve financial independence.
Successfully completed the Canadian Investment Funds Course
Life Insurance licensed since 1991
Certified Financial Planner (CFP) in good standing with the Financial Planning Standards Council
Elder Planning Counselor and member of the Canadian Initiative for Elder Planning Studies (CIEPS)
Member of the Canadian Institute of Financial Planners (CIFPs)
Member of the Financial Advisors Association of Canada (ADVOCIS)

Financial Planning
Cash Flow Analysis
Debt Management
Risk Management and Insurance
Education Planning and Income Splitting
Ongoing Reviews
Retirement Planning
Investment Planning and Asset Allocation
Tax Planning Strategies
Pension and Retirement Income Projections
Estate Planning
Wills and Power of Attorney Review
Estate Preservation and Liquidity
Tax Minimization Strategies
Charitable Giving
Services Offered
Retirement Planning Workshops
Pension Planning Workshops
Estate Planning Workshops
Products Offered
RRSPs, RRIFs, TFSAs, LIRAs, LIFs, LRIFs, RESPs
Mutual Funds provided through FundEX Investments Inc.
Segregated Funds
Group RRSPs and Pensions
GICs
Annuities
Life Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Plans