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About Us
Rick Restell, Partner
Senior Partner
Rick Restell is an innovative thinker and has been a bold insurance
professional for over 30 years. In addition to owning a successful
 brokerage company, Rick has negotiated complex purchases and sales
for large consolidated financial services organizations and assisted
Boards to diversify their operations, as well as maximize and effectively
operate multi-branch financial services organizations. As Manager
of Business Development for a mid-size BC Credit Union, Rick learned
the ins and outs of Credit Union operations first hand, and advised
on strategies to maximize their Return on Assets. Now
you can tap into today’s strategies for selling your business,
strategically acquiring assets and operating more effectively. Call
Rick today to discuss the first steps to achieving your most important
goals.
Anne Restell, Partner
Anne has
spent her whole life in business as an entrepreneur whether it is
in Fitness, Forestry or Financial Services. Anne’s
focus has always been in customer satisfaction and operational excellence. Mortgage
Broker, Tax Specialist and Financial Services Manager, Anne is ready
to assist you in whatever task is required to achieve your goals
and put your strategies in place.
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