We have over 15 years of experience providing expert financial advice for both businesses and individuals.
Richard began his financial services career in the group benefits market and quickly understood that clients wanted to be understood and have customized plans to their business. In 2008, Richard became a Life Insurance Agent specializing in personal, and group business insurance. He feels good about providing customized group plan that allows business to retain their employees and protect them if something was to happen. Business owners get the peace of mind that if something was to happen that the business is protected and the family is protected.
Every business owner wants to provide for their family with hopes and dreams for their future, but some ignore the potential risks and do not have a plan to protect them, their business or their family, if something should happen. Richard dedicates his practice to helping business owners and their families to prepare for the unexpected challenges that life can present – the “what ifs?”. He makes recommendations based on extensive fact finding processes and through access to some of the best minds in the business.
Richard has lived in Mississauga, Ontario for over 35 years, and has always been a caring and involved person in his community. Richard believes in a balance between work, family and his community involvements. Richard volunteers with the Board of Directors for his Condo to assist the residents in our community with their needs. When possible, Richard enjoys travelling with his wife of over 25 years or watching a sports event.
Feel free to give Richard a call or email him with your personal financial needs and he will be glad to sit down and discuss what options your individual circumstance may have.
Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
