Richard is a native Victorian with a long family history in the city. After receiving a degree at the University of Lethbridge he was mentored by his father in a medium sized BC wholesale distribution company before entering the financial services business as a financial advisor in 2001. Richard takes a philosophical view on how to build successful bespoke plans that take into account the idiosyncrasies of individuals and the companies that they operate. In his spare time you can find Richard hanging out with his son, hiking in this beautiful region, or reading quietly in a cafe.