Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager, Certified Executor Advisor and co-owner of WealthSmart Incorporated. He is also an Associate Portfolio Manager with WealthSmart Securities of Aligned Capital Partners Inc.* Richard has instructed many financial seminars since 1994, including Financial Strategies for Successful Retirement and The WealthSmart Workshop series. You will regularly hear him and Matthew Vetter on The WealthSmarts Podcast. Richard and Matt also publish the weekly WealthSmarts Newsletter.
Through experience since 1985 he has also learned to cut through financial industry noise and to embrace financial evidence over speculation. Richard has engaged investment partners whose interests are aligned with our clients.
Born in Winnipeg, Manitoba, his heart is in Metro Vancouver, where he has lived since 1970. He and his wife, Zinha, have three awesome sons and four adorable grandchildren.
Richard has a love for family, learning, the outdoors and photography.