Rick M Denney Insurance Service

At RMD Financial Services, we have been in the insurance industry for over 30 years, serving the financial needs of individuals, families, businesses, and groups. Our mission is to help our clients build a strong financial foundation and achieve their financial goals. Our team of experienced professionals uses a comprehensive approach to financial planning, combining insurance and investment solutions to create a personalized plan that meets your unique needs.

Expertise and Experience

Our founder, Rick M. Denney, has over 35 years of experience in the insurance and investment industry. He has worked with various financial institutions, including Mutual Life of Canada, The Mutual Group, and Sun Life. Rick is a Life Member of The Million Dollar Round Table, a global association of the world's life insurance and financial services professionals. He has been recognized as a top producer in Canada, with awards including the Top 6th agent in Canada from 1998-2003 and a Presidents' Circle award from Financial Horizons.

Services

Our range of services includes:

• Corporate Asset Transfer: Minimize estate taxes and maximize the amount of money you can transfer to the next generation.
• Business Owners: Help you manage your financial resources and make informed decisions about your financial future.
• Personal Planning: Guide you with your finances, no matter what stage of life you're at.
• Insurance and Investment Solutions: Create a customized plan that suits your overall needs and goals.

Our Approach

At RMD Financial Services, we take the time to understand your unique needs and goals. We work closely with our clients to develop a personalized financial plan that meets their priorities. Our goal is to help you maximize your savings, whether your goals are short-term or long-term.

Our Team

Our team of qualified professionals shares Rick's passion for helping clients achieve their financial goals. We enjoy working closely with our clients to develop a customized financial plan that meets their needs.

Testimonials

"Best in the business!" - Neil Sullivan

"I swear the more money I spend, the more money Rick makes for me. I am amazed how comfortable my retirement is due to Rick's expertise. I celebrate the day we met Rick and the 40 years he has been working to make me financial secure" - Jane Hook

"I have worked personally with Rick since meeting over 25 years ago as he has supported both my insurance and investment strategies. My highest demonstration of trust in Rick is really demonstrated in the decision to introduce my Mom and Dad to Rick some 20 years ago as they sought a trusted partner to guide retirement planning." - Don Schick

Get in Touch

We would be delighted to discuss your financial goals and how we can help you achieve them. Contact us today to schedule a meeting with our team.