As the Portfolio Manager, Richard works with clients increasingly complex and ever changing investment environment to live comfortably, fund dream retirements and create meaningful legacies. Investing in high quality, blue chip dividend growth stocks is the foundation of Richard’s investment philosophy. Richard has used this approach for 30 years to great success.

Richard has been in the investment industry since 1993 after graduation from McMaster University. Over the years, his commitment to his continued education has been represented in his many accreditations including Chartered Investment Manager (CIM), which awarded him the license for discretionary portfolio management. Richard is also accredited with the certifications of Canadian Branch Managers Qualification, The Partners, Directors and Senior Officers qualifying examination, and the Canadian insurance LLQP.

Richard was born and raised in Toronto. During his university years, he was a founding member of the McMaster chapter of Delta Upsilon fraternity. After travelling the world, decided Vancouver was the best place to settle and moved here in 1992. Richard lives in West Vancouver and is married with five boys. Outside of work, Richard is an avid outdoor enthusiast and enjoys playing hockey, golfing, tennis and exploring BC with his wife and golden doodle Archie.