Rick Harcourt, PFA, CPC in

Rick Harcourt, PFA, CPC

Login to view DISC.
President at Capital Estate Planning Corporation
📍 Edmonton, Alberta, Canada

Rick Harcourt is the President of Capital Estate Planning, a firm dedicated to employee benefits and group savings plans. He is a Professional Financial Advisor (PFA) and Certified Personnel Consultant (CPC) with a history in executive recruiting, leveraging degrees from the University of Alberta and the British Columbia Institute of Technology.

Outside the office, Rick is an avid mountain biker who actively combines his passion for the sport with his professional life. He is also a vocal supporter of the Edmonton Oilers and engages in community service as a member of the Rotary Club of Edmonton Strathcona.

Rick once combined his passions by organizing a mountain biking trip with a guest speaker at a national insurance conference in Calgary.

Read the full overview →
Experience
28 Years
Current Role
President
Location
Edmonton, Alberta, Canada
Personality Overview

How Rick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Rick cares about

Employee Benefits
Actively discusses the impact of national programs like the CDCP on private group benefits and advises clients on navigating these changes.
Mountain Biking
A personal passion he integrates with his professional life, even organizing rides with business conference speakers.
+5 more topics Login to view topics
Career

Work history

4-2022
President
Capital Estate Planning Corporation
10-2014 - 4-2022
General Manager
Capital Estate Planning Corporation
11-2014 - 8-2020
President / CPO
Harcourt Human Capital Solutions and Capital Estate Planning Corporation
1-2009 - 12-2019
President
Harcourt Recruiting Specialists
8-2003 - 12-2008
Executive Recruiter
Harcourt Recruiting Specialists
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1993
B.A. (Hon.)
University of Alberta
Diploma of Technology
British Columbia Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Rick. Free, 10 seconds.