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Richard Laurencelle, CFP®, CLU®, ChFC™, RFP®, CIM® Photo
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Richard Laurencelle, CFP®, CLU®, ChFC™, RFP®, CIM®

Financial Advisor - Manulife Securities Incorporated,1nl1Associate Portfolio Manager - Monarch Financial

Richard Laurencelle, CFP®, CLU®, ChFC™, RFP®, CIM®

Financial Advisor, Asssociate Portfolio Manager,
Manulife Securities Incorporated
Life Insurance Advisor,
Monarch Financial

Richard is a seasoned veteran financial advisor, who 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 insurance related products are provided through Monarch Financial.

Richard’s areas of expertise are working with professionals and business owners in estate and business succession planning, business insurance, employee benefits, investments, and retirement planning.

His designations include the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC™) , Certified Financial Planner (CFP®),   Registered Financial Planner (RFP®), Chartered Investment manager (CIM®). He is a member of the Chartered Life Underwriters, the Financial Planning Standards Council, the Institute of Advanced Financial Planning, and the Estate Planning Council of Vancouver.

Richard is a former director and officer of Landlord BC, a-non-profit organization representing the interests of residential rental owners and managers.  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 also a past member of the Big Brothers Association of Winnipeg.

When Richard is not 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.


Jasper Chan Photo
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Jasper Chan

Investment Advisor Assistant, Manulife Securities incorporated

Jasper Chan

Investment Advisor Assistant, Manulife Securities incorporated

Jasper graduated from the British Columbia Institute of Technology with a Financial Planning Diploma and shortly after joined Monarch Financial in 2014. He also has his Qualified Associate Financial Planner™ certification. Jasper feels continuing education is important and is currently working on his Certified Financial Planning (CFP)  accreditation which is a highly regarded financial planning designation in Canada.

Working with Richard has given Jasper great satisfaction by helping Canadian business owners and families to achieve their financial goals and protect their financial future.

When he is not at work, there is a good chance you will find him in his kitchen preparing homemade apple pie to share with his family and friends.