As a Portfolio Manager, Richard manages portfolios for high-net-worth individuals, charitable foundations, estate and trust clients. Richard takes a disciplined approach to managing money through, portfolio construction, asset mix, asset allocation, and continuous analysis and interpretation of financial and capital markets. Richard focuses on your overall wealth strategy including financial and estate planning supported by a robust team of family office services.
As a licensed Portfolio Manager, Richard is apart of a select group of Investment Advisors who can offer Private Investment Management on a discretionary basis. Portfolio Managers must posses advanced investment credentials and extensive experience advising clients with substantial assets under administration.
Richard has been with RBC for over 7 years. Prior to joining RBC Dominion Securities, Richard worked as an Associate Investment Counsellor with RBC PH&N Investment Counsel managing money for high-net-worth clients.
Richard is a Chartered Financial Analyst (CFA) charterholder and is a member of the Toronto Society of Financial Analysts. Richard is a CFP candidate and holds a Bachelor of Commerce specializing in Finance from Toronto Metropolitan University.
Away from the office, Richard enjoys spending time with family and friends. On his spare time, Richard is an avid cyclist. He actively supports various foundations by participating annually in cycling events to raise money for local hospitals and charities.
