David Ritcey of The Ritcey Team is part of this year's WP Top 50 Advisors.
31 David Ritcey
The Ritcey Team
ScotiaMcLeod
Kentville, NS
AUM GROWTH: $12,000,000
AUM PER CLIENT: $390,244
REVENUE PER CLIENT: $5,024
CLIENTS AT END OCT 2015: 205
RETENTION RATE: 97%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
David Ritcey had an impressive 2015, boasting $80 million under management as of the end of October. Aside from being one of the country’s leading advisors, Ritcey has spent a lot of time teaching introductory and advanced courses in investment and finance. He was also recently chosen to represent Atlantic Canadian advisors on the national advisory board for his firm.
The Ritcey Team
ScotiaMcLeod
Kentville, NS
AUM GROWTH: $12,000,000
AUM PER CLIENT: $390,244
REVENUE PER CLIENT: $5,024
CLIENTS AT END OCT 2015: 205
RETENTION RATE: 97%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
David Ritcey had an impressive 2015, boasting $80 million under management as of the end of October. Aside from being one of the country’s leading advisors, Ritcey has spent a lot of time teaching introductory and advanced courses in investment and finance. He was also recently chosen to represent Atlantic Canadian advisors on the national advisory board for his firm.
