Richard has been helping people plan and grow their wealth in Waterloo Region since 2002. Since joining Raymond James in 2008, he has focused on working with families and business owners, guiding them through financial decisions, estate planning, succession strategies, and personalized investment management.
Richard serves as Branch Manager for Waterloo Wealth Advisors and works with clients across Ontario, British Columbia, and Quebec. He has built strong, lasting relationships by understanding his clients’ goals, values, and priorities – not just their portfolios.
Richard lives in Conestogo with his family, and outside of work he enjoys playing golf, hockey, and travelling to new places. He is past President of the Conestogo Winterbourne Optimist Club, a member of Uptown Waterloo BIA, and strongly believes in giving back to his community.