Rick Goldring, B.A., CFP, CLU, CH.FC.

Wealth and Risk Management Advisor, The Bay West Group Inc.

About Rick Goldring, B.A., CFP, CLU, CH.FC.

For more than 30 years as a wealth advisor, I’ve learned that one of the most important aspects of my role is offering peace of mind and confidence when it comes to your financial future. It starts with a strategic road map that clarifies your current needs and future goals to ensure you’re looked after at every step of the way. Each personalized plan has a wealth and risk management strategy that is carefully constructed to find the right solutions at the right time for you, your family and your business. I also work hard to ensure there’s a comprehensive estate plan for your family, that leaves the lasting generational security you want, a retirement income plan for comfortable living and a charitable giving plan for an impactful legacy.

Looking back at my roles on Burlington City Council, including eight years as Mayor, I gained a unique perspective in dealing with complex issues, including multi-million-dollar budgets, city and regional expansion and development and human resource issues. Prior to joining Bay West Group, I founded Goldring Financial Leadership and worked as a Senior Financial Advisor at Assante Financial Management Ltd. I am a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU) and was elected President of the Hamilton Chapter of Advocis – The Financial Advisors Association of Canada. All of the knowledge and expertise gained throughout the years has given me the ability to build big picture strategic wealth and risk plans that meet needs and protect what matters most.

When not at work, my wife Cheryl and I live and work in Burlington enjoying time with our seven daughters and five grandchildren.

 

Typical Clients

I provide Financial Leadership to successful business owners including doctors and dentists, allowing them to meet their goals by taking a comprehensive approach to Wealth and Risk Management that reduces tax, eliminates the fear of financial loss and provides for a comfortable retirement.

Often business owners are too busy focusing on their business and the people they serve, leaving no time to properly look after their personal planning.

Most are very unaware of the various tools and strategies that are available to minimize tax, manage personal risk and maximize retirement income and legacy values for charities and their family.

While working closely with lawyers, accountants, bankers and financial advisors, I help clients with unique applications of insurance products and comprehensive estate planning solution.