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Rica Vinluan, Financial Advisor

FINANCIAL ADVISOR
Rica Vinluan

CFP®, CEPA®
6345 120th Street (Scott Rd), Suite #125, Delta, BC V4E 2A6opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Retirement savings strategies
  • Intergenerational planning
  • Retirement income strategies
  • Estate and legacy strategies
  • Values- and faith-based investing

About Rica

I am a financial advisor and financial planner committed to making a meaningful difference in the lives of my clients. My experience lies in guiding individuals through significant life transitions—such as business sales, retirement planning, divorce, or managing lump-sum payouts like buyouts or inheritances. By thinking strategically at a “30,000-foot view” I provide life-centred, comprehensive strategies that cut through the noise, empowering my clients to make informed decisions aligned with their goals, values, and legacies.

Finance and people have been part of my DNA since childhood. Raised in a family that valued hard work and effective communication, I developed a strong...

Work History

  • Edward JonesFebruary 2011 to Current

Personal Interests

  • Spending Time with Family
  • Basketball
  • Reading
  • Cooking
  • Hiking

Team Members

  • Alison Mah
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(604) 501-2196

Fax

(866) 633-6236

Office Address

6345 120th Street (Scott Rd)
Suite #125
Delta, BC V4E 2A6opens in a new window

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My priorities

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Setting your path

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