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Richard Liss

Richard Liss, BSc.,
CFP®, CIM®, FCSI
Vice President, PCG
Portfolio Manager

Financial Security, Peace of Mind

No matter what your situation, planning and managing your personal or corporate finances has very likely become a challenge in recent years. Faced with an array of complex and diverse investment choices, changing tax laws and an uncertain investment climate makes selecting the right professionals to help you achieve your financial goals and dreams paramount.

Richard Liss and his team provide customized investment advice and guidance with the mission of keeping clients’ important financial decisions consistent with their life goals. We hope that this site provides you with some insight into our team, services and how we will assist you so that you become assured and fully confident of your future financial well-being.

Please read on to discover how our conservative and straightforward approach to investing will benefit you and your loved ones for years to come...