Members

Rick Lachine

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Rick Lachine

Member Bio

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Specializations

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CEA
CFP (Canada)
EPC

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis
CIFPs

Education

College

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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