“I have known Richard for many years. He is a conscientious, knowledgeable professional who understands complex issues and comes up with practical solutions. I would definitely recommend Richard.”

Andrew Reback, Partner, Cassels Brock Lawyers

“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 Borkwood, President, Bluepoint Valuations

“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!”

Brent Easson

“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.”

Brad Goegan, President, Nidea Partners

“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. We now have peace of mind.”

Nancy and Duane Rendle
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