About Rick

Rick Kowalchuk, B.Comm. Senior Investment Advisor | HollisWealth

About Rick

Rick Kowalchuk, B.Comm.

Senior Investment Advisor
iA Private Wealth

Insurance Advisor
iA Private Wealth Insurance Agency

Rick was born in Prince Rupert and has lived in Nanaimo since 1991. He enjoys spending time with his wife Kathy, son Geoff and his French bulldog, Jules. Rick is an avid golfer and member of Nanaimo Golf Club and also enjoys reading, gardening and travelling. Rick proudly contributes to the BC Hope Recovery Society and their efforts to better the lives of others in our community.

Rick’s career of helping clients build their wealth and achieve financial security began in 1988 with Western Canada’s premier independent investment company, Great Pacific Management. Rick received his Bachelor of Commerce in Finance at UBC and is a registered Advisor in BC, AB and NS as well as a Life Insurance Agent in BC.

Our Mission

I believe that sustainable ongoing wealth is a realistic goal. It begins with sound financial planning that is based on full disclosure and perfect mutual trust. Getting there depends entirely on a mutual commitment to the behaviours that support that plan and the pure undiluted bottom line truth. As a behavioural coach, my advice to you will always be consistent with the long-term trends and historical behaviour of the capital markets. My goal is to help you reach your financial goals, and my only agenda is to facilitate your financial well-being.

The financial decisions you make today impact your financial security in the future. I have been providing clients with financial planning strategies and investment plans for over 30 years, guiding clients through important life decisions that build wealth, while still meeting short term and long term financial goals. Getting the best professional advice makes all the difference, whether you are considering investment opportunities, planning for retirement, asset allocation, or portfolio rebalancing.

Rick Holds the Following Professional Designations:

  • Canadian Securities Certification
  • Conduct & Practices Handbook
  • Investment Advisor (1988)
  • Investment Advisor (1988)
  • Branch Manager Designation (1998)
  • Accretive Elite™ Advisor Program (2012)

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