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Rick Green

Rick green

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location of Rick GreenCalgary, Alberta, Canada
Phone number of Rick Green+91 xxxx xxxxx
Followers of Rick Green539 followers

  • Timeline

    Current Company
    Jan 2005 - now

    Partner

    Sagium

  • About me

    President, Co-Founder of Sagium

  • Education

    • University of regina

      1982 - 1986
      Bachelor of business administration (b.b.a.) economics and finance

  • Experience

    • Sagium

      Jan 2005 - now
      Partner

      Sagium is an expert team of Calgary-based wealth and risk management professionals who help high net worth families and business owners prudently grow, manage and preserve their wealth.We act as your personal guide to facilitate your team of trusted advisors and work through complex issues to make wise decisions.Sagium will simplify your life and ensure you enjoy your wealth for years to come by: -Providing clarity and confidence around your financial planning journey -Applying the science of solutions and implementation to help you achieve your money goals and properly mitigate risk -Creating the right partnerships to provide you with the best, fully integrated experience imaginable -Giving you peace of mind around your financesSa • gi • um (Sage – e – um)A specialized wisdom that can be called upon for sound advice.A critical mass of knowledge in a confidential space.Safety, security and peace of mind. Show less

  • Licenses & Certifications

    • Certified financial planner (cfp)

      The financial planners standards council of canada

    • Chartered financial consultant (chfc)

      The american college & the canadian institute of chartered life underwriters and chartered financial consultants

    • Chartered life underwriter (clu)

      The canadian institute of chartered life underwriters and chartered financial consultants

    • Family enterprise advisor (fea)

      Alberta school of business, university of alberta

    • Master financial advisor

      Knowledge bureau

    • Trust and estate practitioner (tep)

      Step canada | the society of trust and estate practitioners (canada)