Tailored investment and insurance strategies that provide growth and financial security for corporations, families and individuals
Our Services
Comprehensive financial services and tailored solutions to meet your unique needs
Investment & Retirement
Strategic investment and retirement planning designed to grow, protect, and sustain your wealth through every stage of life.
Generational Wealth Transfer
Thoughtful wealth transfer strategies that help preserve your legacy and support future generations with confidence.
Insurance Planning
Personalized insurance strategies designed to protect your family, assets, and future.
Financial Security
A comprehensive approach focused on building long-term financial confidence and stability.
Income Strategies
Smart income planning designed to create reliable cash flow throughout retirement.
Complex Planning
Integrated financial strategies tailored for complex financial situations, business owners, and high-net-worth families.
Our Approach
Portfolio Structuring – Our Commitment to Your Financial Success
We take a strategic approach to portfolio management, guiding clients into a diversified mix of cash, bonds, stocks, and commodities to create a robust foundation for long-term growth. Each portfolio is structured to reflect the client’s goals, risk tolerance, and time horizon—ensuring flexibility and resilience in changing markets. By maintaining thoughtful diversification across asset classes, we help protect portfolios from volatility and uncertainty, even during geopolitical storms, while positioning them to take advantage of opportunities as they arise.
The Advantage of Choosing Us
17
Years of Experience
Guiding Canadians through real-world financial decisions and long-term planning.
2x
More Long-Term Savings & Assets
Canadians who work with a financial advisor build roughly double the long-term assets compared to those who don't.
2x
More Likely to Double Your Future Retirement
Clients with an advisor are significantly more consistent savers and better prepared for the future.
Our Team
Richy Middleton
Financial Advisor & Investment Representative
Richy Middleton is a Financial Security Advisor and Investment Representative with Richard Middleton Asset Management Inc, a Canadian incorporated financial services practice. His advisory focus centres on four key areas: investment strategies, alternative investment strategies, retirement planning, and insurance solutions for business owners, high net worth families and individuals. Richy currently holds three financial services licenses–Mutual Funds, Insurance and Alternative Strategies : Hedge Funds And Liquid Alternatives For Mutual Fund Representatives.
Educated at George Heriot’s School in Edinburgh, Scotland and the University of Strathclyde in Glasgow, Scotland, Richy’s career as a Financial Advisor started in 2009 at London Life, he incorporated his firm Richard Middleton Asset Management Inc in 2021 and now has 17 continuous years of financial advisory experience. Richy Middleton BA and Tracy Anaka PFP work together in the firm implementing winning client strategies.
richy@rmasset.ca
cell: 778-881-6214
fax: 1-855-265-2070
connect on linkedin
Tracy Anaka
Professional Financial Planner, Insurance & Investment Representative & Mortgage Strategist
Tracy Anaka is a Professional Financial Planner (PFP Designated), Mortgage Broker, Financial Security Advisor and Investment Representative with three active Financial Services Licenses for Mortgage and Lending products, Mutual Funds and Insurance.
Her career spans 19 years of experience in lending, banking and financial planning from Scotiabank to Manulife to Tracy Anaka Mortgage and Richard Middleton Asset Management Inc. Tracy strives to encompass the full picture of financial planning with every interaction with her valued clients.
Tracy started her career in healthcare, studying Paramedicine from Augustana University. She then begun her career in Finance in 2007, completing her PFP designation in 2011 continuing her educational journey while building wealth and financial stability for her clients. Recently she achieved her Mutual Funds, Insurance and Segregated Funds licenses in 2025, significantly adding to her scope to offer multi-faceted solutions for her clients.
Book a meeting for a financial plan discovery.
tracy@rmasset.ca
cell: 778-960-3567
fax: 1-855-908-2566
connect on linkedin
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