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About Us
Exceeding Expectations - Through Trust, Integrity and Service
An expert in investment management services, Richard holds an honours Bachelor of Science degree from the University of Guelph and is a graduate of the Business Management and Administration program from the Canadian Institute of Management.
With credentials from the Canadian Securities Institute, Richard has also attained the Certified Investment Manager (CIM), Financial Management Advisor (FMA) and the Certified Financial Planner (CFP) designations, in addition to the highly-esteemed Fellow of the Canadian Securities Institute (FCSI) designation.
He offers a wealth of experience and knowledge that addresses all facets of the financial planning process, enabling his clients to reach and exceed their financial and estate planning goals.
Richard specializes in providing customized investment strategies to his clients through a personalized, comprehensive wealth management process. His strong commitment to offer exemplary service contributes to his success as a trusted Investment Advisor.
Full Service FirmServing the Individual InvestorProviding Investment and Estate Planning Advice
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