Richard has over 30 years of experience as a financial advisor. He began his career in 1990 at the leading independent investment firm Richardson Greenshields before deciding to join the predecessor firm to Raymond James in 1998. Over the years Richard has refined and developed a disciplined investment process that helps clients grow and preserve their wealth. He understands that financial success requires a clearly defined plan that can adapt to changing markets, needs and goals. For many years Richard provided his investment views and commentaries for CITY-TV, CP24 and CBC Newsworld. He is the “Big Picture Strategist” and acts as his clients’ “Chief Investment Officer”.
Richard holds a Bachelor of Science from the University of Toronto as well as multiple industry designations and is a Fellow of CSI (FCSI), which recognizes leading professionals for their outstanding educational dedication, experience and record of achievement.
His passions are not limited to the investment world, however. In the 1980s and 90s Richard achieved considerable success as a professional actor and singer and appeared on Broadway, in feature films and on TV. It was during his time in New York that he met his wife Ginger. They have two adult children, Sean and Joanna and live in Oakville, ON. Much of their free time is spent going for walks along local trails as well as travelling and attending theatre and concerts.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
