Knowledge Bureau Designate Highlight

Grow your business as a Master Financial Advisor.

Join Knowledge Bureau in congratulating Rick Tomalty as a MFA-Succession and Estate Planning Specialist. 

Rick Tomalty CFP, CLU, CH.F.C., CHS, MFA
MFA-Succession & Estate Planning Specialist

"The training & insights have vastly expanded the level of services I now confidently provide.  The Knowledge Bureau’s toolbox simplifies the complex, allowing deeper, more meaningful conversations with clients."

After a lengthy and rewarding career in branch management, Rick seized the opportunity in 2012 to re-establish himself as a private practitioner.  Working with colleagues and clients for over 25 years served to enlighten him on the fundamental principles of establishing and maintaining a successful advisory. He continues to build toward a vision of delighting clients through sound counsel, solid solutions and deep relationships.

Rick is a contributing author to ManageYourWealth.ca, and his articles have been featured in Fifty-Five Plus magazine and various charitable publications.  His sense of irony and humour leak out through his personal blog at RickTomalty.ca, where he writes on issues ‘where life and money collide’.