A CERTIFIED FINANCIAL PLANNER professional since 1996, Registered Retirement Consultant and designated Chartered Life Underwriter, Richard’s background in computer science (BSc Advanced, University of Saskatchewan, 1990) allows him to combine financial expertise with technical savvy to manage client wealth in an increasingly digital world.
Richard is a third generation financial planner following in his father, mother, and grandfather’s footsteps. Together they have over 126 years of service to the Saskatoon and area community helping organize and optimize Canadian’s financial objectives.
Dedicated to improving community life, Richard has taken on leadership positions with various community and residents’ associations and charitable organizations. Celebrating over 30 years of marriage to his wife, Brenda. They have two adult daughters, Bailey and Sydney.
Richard and his team are registered with IIROC, the Investment Industry Regulatory Organization, in Saskatchewan, British Columbia, Alberta, and Ontario. Further, they hold Life, Accident and Sickness insurance licenses in Saskatchewan and Alberta.