Richard is a seasoned veteran financial advisor, and co-founded Monarch Insurance and Financial Services Corp. in 1987 and has been operating as such since. He later expanded his product offering to include Mutual Funds, Stocks and Bonds to provide clients additional investment options when interest rates were coming down and term deposit rates were becoming less attractive. Richard currently offers these products through Manulife Securities Incorporated and all insurance related products are provided through Monarch Financial.
Richard’s areas of expertise are working with professionals and business owners in the area of estate and business succession planning, business insurance, employee benefits and investment and retirement planning.
His designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP). He is a member of Advocis and the Financial Planning Standards Council. Richard is also a member of the Institute of Advanced Financial Planning and has the designation of Registered Financial Planner (RFP). Richard is also a member of the Estate Planing Council of Vancouver.
Richard is currently the Vice-President of Landlord BC. He has served as chair of New Haven Family Services, a non profit organization providing social assistance and stabilization for problem children of dysfunctional families. Richard is a past member of Big Brothers Association of Winnipeg.
When Richard isn’t at work in the winter he is usually skiing in Whistler with family and friends and in the summer he is likely spending time on Pender Island.