Richard Liss has been my financial advisor since 2005. During this time he has been instrumental in assisting me in providing cash flow while preserving wealth. Richard employs a realistic approach, and has always been available for consultation both in person and on the telephone. During the last eight years I have seen my Raymond James portfolio grow ... Richard has assisted me in developing a stable of financial instruments which are an excellent balance of fixed income and equities that provide me with a substantial annual income. Over the last eight years I have gradually moved the bulk of my investments to Raymond James due to Richard's hard work, honesty and integrity. Richard is a reliable and creative manager, and I recommend him without reservation to my friends and colleagues.
– S+L H, North York
I owe Richard my deepest gratitude on his personal handling of my accounts. Despite all the volatility in the stock market, with his knowledge, experience and wise guidance, my investments have exceeded my expectations year over year. Furthermore, Raymond James is to be commended for having "the right person in the right job", as Richard's calming demeanor, pleasing personality and professionalism, has often settled the blood pressure of this Senior Citizen, who is prone to over-reacting at stock market fluctuations.
– EI, Mississauga
When I went searching for a financial advisor, the most important thing for me was to find someone I could trust to manage my life savings – someone who understands the markets and who can make sense of all the different investment choices out there. But more importantly, I needed to feel confident that my capital was being protected, and that the investment choices being made were sensible and conservative. Richard's done all that and more – he's provided ongoing advice and insights and suggests specific adjustments for my portfolios according to changes in the market and economy. I really feel fortunate to have found Richard...
– ZB, Mississauga
"I've been with Richard a long, long time. He's given me consistently good results, in fair and foul weather. Plus he's cheerful and helpful, and he genuinely cares about giving the best outcomes and the best service... I'd recommend him for any investor."
– JA, Toronto
Richard's attention to our accounts has been exemplary. He even asks us about our vacation schedule and what number we can be reached at if he needs to get in touch with us. The service has been excellent and when we have a question it's answered promptly and honestly. We also like the fact that he isn't “running with the crowd” and sometimes has a totally different view than what you read about. He's very much an independent thinker and we think that's what's helped make our performance so steady.
– J+R L, Thornhill
My accounts have certainly done very well... It's really quite amazing what a good job Richard has done because it seems as if every month my accounts have gone up and up even though the markets might not have... I've been with Richard for at least 11 years now - he keeps in touch with me regularly and is genuinely interested in how I'm doing...
– AB, East York
I highly recommend Richard and his team as a professional investment advisory group. They are dedicated to achieving the most desired results, providing regular consultation on trends of the day, and are always looking for new opportunities. Richard has developed and refined a process that enables me to manage my assets and risk and I'm very comfortable and confident with his approach.
– DM, Toronto