With nearly two decades of experience in the financial services industry, is a trusted Portfolio Manager and Senior Wealth Advisor who offers clients a comprehensive and seasoned perspective on wealth management, shaped by a career spanning both advisory and investment leadership roles.

Richard began his career in 2007, trading stocks, bonds, and options for retail investors, before transitioning into financial planning. In 2008, he joined one of Canada’s Big Six banks, where he refined his expertise in goals-based financial planning. Over five years, he worked closely with individuals and families to design and implement personalized strategies aimed at achieving their long-term financial goals. During this time, he earned his Certified Financial Planner (CFP®) designation, which he continues to hold in good standing.

In 2013, Richard embraced a transformative opportunity to move to the manufacturing side of the financial services industry, joining one of Canada’s leading asset management firms. He quickly advanced to the role of District Vice President, where he worked alongside Portfolio Managers, Investment Advisors, and Insurance Specialists across Ontario and Manitoba. This experience gave him a deeper understanding of portfolio management and industry best practices. During this period, he also earned the Chartered Investment Manager (CIM®) designation.

In 2016, Richard returned to his true passion—advising clients. Now a licensed Portfolio Manager, he provides holistic, customized wealth strategies that reflect his deep technical knowledge and broad industry insight.

Outside the office, Richard enjoys spending time with his family, golfing, and sharing meals with friends and loved ones.