Richard Popp, CFP

Wealth Advisor

613-564-2017 | Email me

Richard is an Investment Advisor and Financial Planner with RBC Dominion Securities at the Ottawa Preston Branch located at 333 Preston Street. He has 20 years experience in the financial services industry and absolutely loves helping clients achieve their goals, with his highly personalized approach.  As a Certified Financial Planner (CFP), Richard specializes in full financial/retirement planning and creating investment strategies to make client goals a reality. He will build a financial plan customized to your specific situation.   Our team delivers a holistic approach to your goals, from retirement, education, tax minimization, estate planning and investment planning.   


A father of four, Richard loves to spend he free time coaching hockey or camping with his family.   He also an avid card player.

Chris McManus, CFP

Wealth Advisor

613-564-2071 | Email me

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy

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