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Rick joined Polaris Wealth in 2016 as a Portfolio Manager and is also leading the development of the organization’s low-fee portfolio management platform. He began his career at Morgan Stanley as an institutional equity sales trader and subsequently at RBC Capital Markets in foreign-exchange options trading, equity derivatives sales, and equity research.
Prior to joining Polaris, Rick helped manage over $250 million in private client portfolios as Associate Portfolio Manager at Milestone Investment Counsel. He is a Chartered Investment Manager (CIM) and holds an HBA and MBA from the Richard Ivey School of Business at Western University, including a semester at the University of Hong Kong. He has also been involved with numerous entrepreneurial ventures, both as a founder and investor, and enjoys working closely with passionate entrepreneurs.
A long-time student of the market, Rick combines his knowledge and expertise along with Nobel prize-winning research to construct globally diversified portfolios using primarily passive low-fee ETFs tailored to clients’ goals and circumstances.