Rick Tomalty

Senior Partner | Financial Planner

Since entering the financial advisory industry in 1985, Rick has committed his professional life to promoting the growth and success of his clients. As an accredited business and executive coach, he brings an insightful and unique values–based approach to planning that helps people align their financial decisions with their most important priorities, passions and people. In particular, Rick has a special talent for being able to translate complex financial issues into simple, understandable concepts, and tailoring an action plan specific to a client’s objectives.

Informed decisions make for regret-free decisions. To better inform and advise his clients, Rick has attained a number of relevant professional designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), Certified Health Insurance Specialist (CHS) and Master Financial Advisor (MFA) with a specialization in Succession and Estate Planning. His specialized education and experience translate into valuable insights for business owners and shareholders of professional medical corporations, areas of expertise to which Rick dedicates much of his practice.

Rick is a qualified member of MDRT.

Rick and his wife, Carol, call Kingston home where they are actively involved in the local community, and are pleased to support numerous local, national and international charities.

Visit Rick’s personal blog at ricktomalty.com where he uses humour and story-telling to share his insights where life and money collide.

Certified Financial Planner logoProfessional Designations | CFP, CLU, CH.F.C., CHS, MFA

Information package for business
  • We have known Rick for over 25 years. His wide breadth of knowledge and experience, combined with a high degree of integrity has equipped him to deliver exceptional customer service. We value our ongoing relationship with Rick as he continues to guide us through the volatile times facing the financial sector.

    Dr. Robert and Kim Connelly
    Kingston, ON
  • I was looking for a solid detailed plan, and a trustworthy person to help us stay on track with it - Rick fits the bill.

    Scott Pyne
    P.Eng.
  • I have been working with Rick since 1985, and he has now served three generations of my family. When the media is promoting panic, Rick has always offered a calming voice, helping us avoid rash and emotional decisions that would have cost us. He has worked with us to consolidate our insurance and investment positions, identify our future needs and suggested ways to create a lasting legacy for some of the charitable causes that are important to us as a family. Now, he’s starting to help us pass on sound financial principles to our daughters.

    Kevin Titley
    High school teacher | Ottawa, ON
  • I started working with Rick while I was still in medical school, and even though my education and practice took me to different parts of the country, I have always had confidence that Rick was watching over my portfolio with the same care and attention as he would his own.

    Now, years later, as my practice and family grows he continues to play a pivotal role in helping me sort through the many opportunities and distractions that get put in front of me and my family. Having Rick quarterback my investments and insurance frees me to focus my attention on the many demands of my profession.

    Dr. John Tomc
    Windsor, ON | client since 1986
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