Customized Wealth Planning

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!