Our role can be aptly described as wealth management planning which is quite broad and encompasses risk management, investments, retirement planning and estate planning. Our planning is not done “in a vacuum” but rather in collaboration with a client’s other professional advisors – so clients can rest assured that the financial puzzle pieces are put together, in a logical way and on a forward looking basis.
Richard has a passion for helping clients protect, grow and prudently transfer wealth and effectively transition their businesses. Richard enjoys the challenge of translating complex matters into simple terms and working closely with complementary professionals.
Richard is a Chartered Professional Accountant with more than two decades of tax experience working in accounting firms previously, including many years as a Tax Partner, and he also has his life insurance licence. He is frequently sought out as a technical resource to various other professionals.
Richard is a member of the Canadian Tax Foundation and has been featured at industry conferences including the CPA One 2020 Annual Conference.
In Richard’s spare time, he spends time with his family, cheers on the Buffalo Sabres, attends concerts and tries to avoid sand traps when golfing!
“I have known Richard for many years. He is a conscientious, knowledgeable professional who understands complex issues and comes up with practical solutions.”
Brad Borkwood, President
“I have worked with Richard on several projects spanning almost a decade. He has a great reputation as a thought leader and expert in his work, bringing value-added solutions to high-net-worth clientele.”
Brad Goegan, President
“If you are a business owner looking for a high calibre professional with keen attention to detail and integrity, Richard should be at the top of your list.”
“When Richard was a Tax Partner he was very helpful in assisting my company with a corporate reorganization. Since that initial successful endeavour he has taken the time to genuinely get to know me and my family. He has provided excellent suggestions and guidance through personal and business insurance investments and estate planning!”
Nancy and Duane Rendle
“Richard took time to understand and probe regarding our needs and provided impactful planning options. He’s a steady, leading financial professional who helped resolve aspects of our estate planning, with objectivity and sensitivity. Thankfully we now have peace of mind!”
Richard Weber Prosperity Solutions Inc.
1155 North Service Road West
Oakville, ON L6M 3E3