Rick Floer CFP, RRC, B.S.A.
Rick began his IG Wealth Management career in 1991 and as a Senior Financial Consultant and Division Director, he not only shares his knowledge with new Consultants entering the field – he shares his passion for what financial planning can do to help others. He is a successful mentor and coach to his expanding team and is highly respected among his peers in the industry.
Rick has an ongoing commitment to exceed the expectations of his growing practice. With his experience in comprehensive financial planning for high net worth individuals, families, retirees, professionals, and corporations he works to provide his clients with peace of mind while working towards their goals and realizing their dreams.
Rick is an active member of the South Surrey/White Rock Chamber of Commerce and his charity involvement has included: Semiahmoo House Society, United Way, Free the Children, Rotary International and Big Brothers of Greater Vancouver. He is also an active volunteer in several youth sport community programs in the South Surrey/White Rock area.
Born and raised in Saskatchewan, Rick is the youngest of 7 children. He currently resides in South Surrey with his wife and business partner, Marilyn Fraser, and their two children.
Sean Milliken CHS, CPCA, EPC
Sean joined Rick Floer’s team as an Associate Consultant in 2013 and currently holds his CHS, CPCA and EPC designations. He is currently working towards his CFP designation.
Sean has been a key member of Rick’s team, since joining in 2013, effectively providing his knowledge and understanding of Insurance, Tax and Financial Planning.
Sean has an extensive business background, with over 20+ years working in such roles as - Project Management, Finance, Accounting and Sales & Marketing. His knowledge as a business owner and within various corporate environments has proven to be invaluable. Sean and his wife Kelsey, call South Surrey home, along with their two children. He is also an active member of both the community youth Softball and Soccer associations of South Surrey.