Rick Harris

Rick Harris

CFP, RRC CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

request appointment
Learn More
Investors Group

Request an appointment with Rick Harris

If you would like to request an appointment please complete your personal information below.

topics to discuss

Send Request
Success!

Your appointment registration has been successfully sent!

Okay

About —

icon book and glasses

A graduate of Brandon University, I became a CERTIFIED FINANCIAL PLANNER in 2001 and Registered Retirement Consultant. For more than 25 years, I have been helping individuals and families set appropriate planning targets, identify gaps, highlight opportunities and create comprehensive financial plans that synchronize all aspects of their financial life, including tax, retirement planning, cash management and more.
Using our team’s access to financial & insurance expertise, we will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. We’ll regularly review your IG Living Plan to ensure it adapts to your evolving needs. We know that life is always changing so we want to help you create a financial plan that moves and adapts to every stage including retirement and beyond.

Team —

SHAUN FURMAN

SHAUN FURMAN

Associate Consultant

View Bio
Phone   Email shaun.furman@ig.ca
Travis Mosset

Travis Mosset

CFP RRC

Associate Consultant

View Bio
Phone (204) 729-2000 Email travis.mosset@investorsgroup.com
Born & raised on my family's farm in Melita, I employ a down-to-earth, holistic understanding of financial planning. With 10+ years at IG Wealth Management, I have developed a client-centric approach and focus on building long-term, strong client relationships to help clients meet their immediate and long-term goals (however that may change throughout the years.
I pride myself on building comprehensive financial plans that include but are not limited to: investment planning, insurance planning, education savings planning, mortgages, estate planning, retirement planning, & a specialty in farm succession planning.
In my spare time, I enjoy spending time with my wife & family, playing hockey, and am a proud, active member of 204 Grassroots Motocross.
Chantelle Reid

Chantelle Reid

Executive Assistant

View Bio
Phone Email chantelle.reid2@ig.ca
Chantelle is a dedicated and results-oriented client support professional with over 30 years of experience in providing exceptional support to clients and professional teams. With a strong commitment to client satisfaction, she has honed her communication skills to effectively address inquiries, resolve issues, and ensure a positive client experience. Her expertise extends across various industries, allowing her to adapt quickly to diverse clients needs and deliver top-notch service. Known for her empathetic approach and problem-solving abilities, Chantelle is a valuable asset to our financial planning team.
In her spare time, Chantelle enjoys coaching flag football, reading, camping & volunteering her time at her local curling rink as a member of their Board of Directors.
Transcript

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

View Map

857 - 18th Street, Unit A
Brandon, MB R7A 5B8

Get Directions