Rick Umbrio, CPA, CMAInvestment Advisor
As an Investment Advisor with IPC Securities Corporation, I assess my client’s financial needs and help them with investments and tax planning. I help clients plan for short-term and long-term goals, such as education expenses and retirement, and recommend investments to match my clients' goals. Our objective is for our clients to “not dream their life, but live their dream”.
A graduate of York University, Rick obtained a Bachelor of Arts degree with majors in accounting and finance. A firm believer in ongoing education, Rick has acquired the advanced industry designation of Chartered Professional Accountant (CPA).
Rick harnesses his expert knowledge and 25 years of business experience to develop comprehensive wealth management solutions for his clients. Prior to joining IPC, Rick spent 10 years in an operational audit and financial management role with two major corporations. He also owned and operated a successful retail telecommunications business for 15 years.