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As a passionate financial educator and trusted advisor to private clients and group retirement plan members,
my goal is to help people make better financial decisions by raising the bar on financial literacy.
Richard has consistently worked to expand his credentials and knowledge base for the benefit of his clients. The following list of courses completed and designations earned is evidence that he continues to hold himself to a higher standard of qualification than is required. It also shows he remains committed to the industry he is a part of and to the individuals and families he serves.
In this regard, Richard will continue to pursue additional educational and professional development opportunities in order to add to the analytical toolbox that allows him to better serve those who depend on him.
All courses completed and designations awarded through the Canadian Securities Institute (csi.ca) except where noted.
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Courses Completed
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| Canadian Securities Course | October 1987 |
| Registered Representatives Course | February 1988 |
| Canadian Options Course | March 1988 |
| Group Plans Specialist (Nesbitt Burns) | November 1995 |
| Hedge Funds (CE) | December 2003 |
| Professional Financial Planning Course | April 2005 |
| Investment Management Techniques | December 2005 |
| Wealth Management Techniques | July 2007 |
| Portfolio Management Techniques | September 2009 |
| Technical Analysis Course | June 2011 |
| Applied Financial Planning Certification | May 2013 |
| Portfolio Management Techniques, ETF | July 2014 |
| Ethics | December 2009 |
| WME Course for Wealth Managers | May 2015 |
| Conduct & Practices Handbook | May 2015 |
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Designations Awarded
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| Financial Management Advisor - FMA | August 2007 |
| Chartered Investment Manager - CIM® | November 2011 |
| Certificate in Advanced Investment Advice | November 2011 |
| Fellow of CSI - FCSI® | December 2011 |
| Personal Financial Planner - PFP® | June 2013 |
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FPSC Level 1® Certificate in Financial Planning |
June 2016 |
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Qualified Associate Financial Planner™ | January 2020 |
At Manulife Wealth Inc., we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of advisors located in communities from coast to coast, we provide a comprehensive suite of financial products and services to help you invest for your future.
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Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. We will work together to identify what's important to you, and help set your goals to give you the confidence in a plan that meets your needs today and for your future.
It’s something we’re all trying to create more of and it requires us to be focused on two things at once: asset appreciation and debt reduction.
No, contrary to what you might think, it’s not your savings that should form the foundation of your financial plans.
Group Savings Plans are employer sponsored programs to help employees invest and save for a variety of objectives.
Manulife Bank is a Schedule I federally chartered bank and a wholly-owned subsidiary of The Manufacturers Life Insurance Company.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.