BC Business
Rickerby Wealth Group (RWG) is firmly focused on becoming one of the elite investment advice groups in the Lower Mainland.
RWG—working under the TD Waterhouse Private Investment Advice umbrella—was launched by industry veteran Shaun Rickerby in 2006, and now boasts a four-strong team, including former CFL and BC Lions football star, Sean Millington.
The group provides full, comprehensive wealth management, including advice around estate planning, insurance services, and private banking; and typically seeks mature investors with a minimum $300k investment.
“RWG is built on a foundation of transparency and accountability,” says Rickerby. “We work exclusively on a fee-based basis and also provide sophisticated, comprehensive reporting packages to clients—in terms of their portfolio performance—set against a benchmark. Offering such personalized, discretionary portfolio management is quite unique.”
Rickerby turned 40 in 2004 and was inspired to shake things up and to create something “unique, different and forward-thinking.” He became a portfolio manager and restructured and refined his practice—leading to the birth of RWG—then hired football star-turned TV analyst and investment advisor Millington to help beef up the brand.
Millington, a two-time Grey Cup winner and 2010 inductee into the BC Sports Hall of Fame, handles the marketing side of RWG and has helped raise the group’s profile—both through his star power and leveraging this into new ventures, such as his daily early-morning segment as a business analyst on Global TV.
“Every morning at 6:40 a.m. I give a little market analysis—whatever is topical in the news that day,” says Millington, who worked as a tunnel analyst for CFL on CBC after hanging up his cleats. “We’re also trying to develop the RWG website and get instructional videos posted to supplement our regular audio newsletters.”
Boosted by Millington’s exposure on Global TV—and the group’s rising profile—RWG is actively seeking new clients.
“We do a financial plan, investment policy statement and annual reviews for every client—including detailed performance reporting. We call the package the ‘Experience of Shaun.’ I wanted to hire another ‘Shaun’ but ended up with a ‘Sean’! Oh well, it still works.”
“Our ambition is for RWG to become a brand that’s a household name—one that’s known for being credible, highly respected and professional both within the industry and in the eyes of the public.”