Richard Pearson, CFA®
Private Wealth Advisor, Portfolio Manager
With more than 20 years of experience in the financial services industry, Richard has expertise in portfolio analysis, securities & asset management, retirement planning, and investment advisory. He specializes in working with our client’s next generation to build strategies that help protect and grow their hard-earned wealth, as well as providing philanthropic giving strategies. Richard is fluently bilingual and able to serve clients in both English and French.
Beyond the Office
“Having lived in four Canadian provinces and being bilingual has made me appreciate our amazing country and serving Canadians.”