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As Senior Investment Advisor/Partner of The Rose/Nagan Wealth Management Group at RBC Dominion Securities, Richard provides high level investment advice and long-term financial planning for clients looking to grow and protect their life savings. His views on investing and building client relationships are built on his belief in conservative, income-focused money management and a high level of personalized client service.

Richard is a Fellow of the Canadian Securities Institute® and a graduate of the University of Calgary with a Bachelor’s Degree in Finance. He has worked full-time in the investment industry for nearly three decades.

Richard and his wife, Kimberly, have two active boys, Liam and Seth ages 14 and 12. Having moved to Calgary at a very young age, he grew up with the mountains in his backyard, and regularly enjoys skiing, golf, and mountain biking. He takes great joy in introducing his two boys to his favorite sports. Richard has an active role on the Jewish Community Foundation of Calgary as a Board Member and the Chair of the Investment Committee.