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Richard Pearson, CFA®

Private Wealth Advisor, Portfolio Manager

Richard Pearson

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Richard Pearson

Vancouver, British Columbia

Richard’s deep expertise in portfolio analysis, securities and asset management, retirement planning, and investment advisory is informed by more than 20 years of experience in the financial services industry. He specializes in working with our clients’ next generation to build strategies that help protect and grow their hard-earned wealth, while also providing philanthropic giving strategies.

Having lived and worked across Canada throughout his career, Richard’s inclusive approach respects – and responds to – the distinct needs that varying clients may have. He’s also fully bilingual and able to serve clients in both English and French.

Beyond the Office

Currently studying to become an accredited sommelier, Richard is a wine aficionado and enjoys tasting from BC’s finest vineyards. Volunteering has also become an important part of his life, with Habitat for Humanity and Mosaic being among two of his favourite charities. He’s participated in two foreign builds for Habitat for Humanity: one in El Salvador and one in Portugal. Richard also enjoys cultural and culinary travel. For him, the best way to burn off all those extra calories is by doing lots of walking with a backpack!

“Having lived in four Canadian provinces and being bilingual has made me appreciate our amazing country, has and shown me what it takes to serve the unique needs of Canadians nationwide.”