Rick Iannucci, BSc. CFP, CHS
Investment Advisor, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services
Rick is a CFP® Certified Financial Planner with Manulife Wealth Inc. He is also insurance licensed and a CHS, Certified Health Specialist. He has been advising clients for over 20 years, and entered the financial services industry with one of the Major Banks. He enjoys providing investment advice as well as a holistic approach that includes insuring families against death, disability and poor health. As an advisor for Manulife Wealth he operates under an independent model meaning advisors are free to source product from most Fund companies, Banks, and Insurance companies. This independence ensures clients receive unbiased advice.
Rick uses a planning first philosophy. Strategies that minimize risk are recommended in order to meet plan objectives. What sets Rick apart is his personalized unbiased advice together with full transparency and direct client access. Clients may call him any time to discuss concerns, changes or life events.
When building a plan Rick always keeps costs and liquidity a focal point. He understands that there are costs involved with everything but believes an important part of his job is to steer clients through the maze of the financial industry ensuring fees are kept to a minimum and are fully transparent. Liquidity of assets without fees or restrictions is paramount as life events often arise at unexpected times.
Rick is married and has two children attending University at Waterloo and Guelph. He lives in Etobicoke, Ontario and works out of the Manulife Securities office in Woodbridge Ontario. His clients are mostly retirees and people planning for retirement.