Rick Langille, CFP®, EPC

Wealth Management Advisor
Assante Financial Management Ltd.

Rick could’ve worked for the bank and had a good career. But he didn’t. Instead, he took the sound financial principles he learned in the financial services and banking industries, but felt he could do it even better. So, he applied them to his own firm, with the founding of Langille Wealth Partners.


When Rick graduated college, he started his financial career at a finance company, then moved on to a chartered bank where he learned credit skills inside and out. He managed to help many people. His primary focus in life was always to take care of his family, his clients, and his business. He thought, in doing so, they would help take care of him.


Rick worked diligently at improving his knowledge by attaining his CFP® and EPC designations, while taking care of families’ wealth and business issues. In 1997, Rick joined Assante, where he found they offered clients the team approach he had been seeking.


Rick has surrounded himself with professionals within and outside Assante Financial Management Ltd. in a team based practice. This allowed Rick to provide true wealth management, legacy, business and estate planning. He was able to connect with his family of clients in their offices or around their kitchen table—wherever they found it comfortable to talk about their goals and aspirations.

 

Rick started the firm to impart common-sense welath planning based on ‘Client-First’ principles, with the belief that their success would be our success. His legacy today is Langille Wealth Partners of Assante Financial Management Ltd., a boutique investment firm with full-service capabilities.