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Rick Matchett, CFP®

Certified Financial Planner®, professional

Worldsource Financial Management Inc.  / Rickenrick Wealth Partners

Rick Matchett is an independent Certified Financial Planner® professional with more than 34 years experience in the financial services industry.

As co-founder of Rickenrick Wealth Partners, he specializes in Insurance Planning, Investment Planning, Tax Planning, and Retirement Planning. Also, he can provide a written Retirement Plan or Comprehensive Financial Plan, if you wish.
Rick began his career as a career agent selling life insurance with Desjardins Financial Security in 1991.He graduated in 1990 from Fanshawe College with a Business Administration Marketing Diploma and he has been brokering insurance and investment products since 1993.
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Rick Yardy
Investment Funds Advisor

Worldsource Financial Management Inc.  / Rickenrick Wealth Partners

After many years as a successful investor, Rick Yardy decided to share his experience and launched his Financial Services career as an Investment Funds Advisor.
In 2007 Rick joined forces with Rick Matchett, CFP, and the duo set out to create a strong financial services provider in Southwestern Ontario. The market crash in 2008 was a difficult time for investors and advisors. Rickenrick was new and becoming a reality just as the 2008 financial crisis hit us all.
The unfavourable timing for launching a Financial Services venture did not slow Rick down. In hindsight, the experience made us stronger and more resilient. Rick currently advises on Investing and Insurance, and is co-founder of Rickenrick Wealth Partners.