The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Rick S. Sukhu, CFP

Senior Wealth Advisor
Branch Owner

Rick started his career in the Electronics Manufacturing business as a Production Controller with Rockwell International. In 1974, he joined the tire industry working for Uniroyal Tires Canada as their clerk in Banking and Finance. During the 20 years (1974-1994) in the tire industry, he worked for three tire companies, Uniroyal, Uniroyal Goodrich, Michelin/Uniroyal Goodrich, as a result of consolidation.

*Former Corporate Treasurer of Michelin/Uniroyal Goodrich


In 1994, Rick left the tire industry and joined the Financial Services industry. He joined Brightside Financial Services on April 4, 1994 as a Financial Advisor, and was appointed to Branch Manager in 1997. In 2004 he joined Assante Financial Management Ltd. Then in 2007, he was promoted from Financial Advisor to Senior Financial Advisor.

Qualifications: 

1)      Honours Business Degree, Major in Accounting & Finance

2)      Mutual Fund License

3)      CFP Designation

4)      Insurance License, Level I & II

5)      Canadian Securities Course

 

Professional Memberships:

1)      A founding Member of the Canadian Institute of Financial Planners

2)      A member of Advocis – The Financial Advisors Association of Canada

3)      Former member of the MDRT (Million Dollar Round Table). This association represents the top 1% of the advisors in the world.

 

"Be the best at what I do for the benefit of my family, my clients and society. Treat everyone in a warm and respectful manner with integrity and ethics. Focus on my health because it is most important to my family, my clients, and me." - Rick S. Sukhu

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Rick S. Sukhu CFP

Senior Wealth Advisor
Branch Owner

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

6980 Maritz Drive Unit # 15
Mississauga, Ontario
L5W 1Z3 Canada