The cornerstone of Rich’s wealth management practice is helping a select number of families and small corporations tailor portfolios that directly reflect their identified financial goals.
As a Senior Portfolio Manager and through his formal education, practical application and expertise within the financial industry, Rich has built a loyal client base by focusing on high quality investments, transparency and clear communication. Rich believes in conservative long term investments that participate with up markets but that also embed capital preservation techniques to endure down markets.
In addition to asset management, Rich’s extended team includes robust talent through a variety of specialists. Whether it be Financial Planning, our Estate Planning Team or our in house Will and Estate Lawyer, his clients have all aspects of their financial future addressed in a long term comprehensive plan.
Rich has held several management positions within public Canadian companies, has worked in multiple countries around the world and holds an Undergraduate Honors Degree, a Masters degree(MBA) from the University of Calgary and a language degree from La Sorbonne, Université of Paris in Paris, France and as such is fluent in both French and English.