Richard has worked on the wealth side of banking since 1999. Having started with Nesbitt Burns as a summer student, he moved into the discount brokerage business at TD Waterhouse, followed by positions as a financial advisor and financial planner with TD, where he stayed for 15 years.
In 2019, Richard transitioned his business to RBC. Today, he is a wealth advisor, quarterbacking his team of talented financial professionals — including a portfolio manager, financial planner, and administrator. In his current role, Richard looks after estate, insurance, and tax planning for his clients and manages the client relationship side of the business.
Richard comes to the financial planning industry from a place of personal trial. Following his parents’ divorce and ensuing financial hardship, he knew there had to be a way to be more financially prepared for life’s changes and events. His experience means he is a caring, patient, and thoughtful financial partner to his clients. Richard follows the mantra: “Do what’s best for your clients, and everything else will follow. Care for your clients like they are your family.” He feels truly gratified to provide his clients with financial confidence and comfort following a financial planning session or retirement discussion.
Richard graduated from Algonquin College with a Business Administration Diploma, with a double major in Information Systems and Finance. He has since acquired his Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Investment Manager (CIM) designations and completed the first level of the Chartered Financial Analyst (CFA) program.
Outside of work, Richard loves to play hockey, coach his kids in a variety of sports, and enjoy some quiet time to relax. Recently, he and his wife of 20 years, Isabelle, have started hiking, exploring the natural wilderness around them. Driven to give back to his community, he is currently a board member with the Greely Lions Clubs and has held every volunteer position on a sports team imaginable. Isabelle is the president of the Greely Community Association, and by default, Richard spends a great deal of time volunteering for them as well.
