With over 30 years of experience in the financial service industry, Richard provides his clients innovative solutions in investment management, estate, and financial planning. He believes in working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, using a time-tested approach. Richard’s breadth of experience and expertise ensures sound advice, expert execution, and peace of mind for clients as they achieve their short and long-term financial goals.
Originally from Winnipeg, Richard moved to Victoria in 1986. Beyond the office, Richard spends his time with his wife and extended family. Being an avid Winnipeg Jets supporter and lifelong athlete, he enjoys playing hockey weekly in local leagues.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.