Richard is responsible for all investment decisions and recommendations, based on well balanced, long-term and diversified investing.
A McGill University MBA Graduate, Richard is currently a Senior Portfolio Manager & Portfolio Manager with RBC Dominion Securities. During his career he has earned designations of Certified Financial PlannerTM , Certified Investment Manager and Fellow of the Canadian Securities Institute. Richard joined RBC Dominion Securities in 1993, building his practice into one of the largest in Peterborough. He services individuals and institutions primarily in the Peterborough and Lindsay area, but also in British Columbia, Alberta and the Maritimes.
Strongly committed to his community, Richard has served on the boards of several local charities, including the Lindsay Art Gallery, the Kiwanis Club, United Way and the Kawartha Lakes Estate Planning Council.
Primary Responsibilities: Portfolio management, investment decisions (discretionary accounts), investment recommendations (non-discretionary accounts), business development.
