Richard Pearson, CFA

Client Portfolio Manager

Richard Pearson

[email protected]

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Richard Pearson

With more than 20 years of experience in the financial services industry, Richard has strong skills in portfolio analysis, securities and asset management, retirement planning, and investment advisory. Richard is fluently bilingual and able to serve his clients in both English and French. 

Outside of work, Richard is currently studying to become an accredited sommelier.