Richard Pearson, CFA
Private Wealth Advisor, Portfolio Manager
Email
[email protected]
Office Phone
604.443.5132
Mobile Phone
778.872.0685
LinkedIn Profile
Richard Pearson
Location
Vancouver, British Columbia
Having lived and worked across Canada throughout my career, my inclusive approach respects – and responds to – the distinct needs that varying clients may have. I’m also fully bilingual and able to serve clients in both English and French.
Vancouver, British Columbia
“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.”My expertise in portfolio analysis, securities and asset management, retirement planning, and investment advisement is informed by more than 20 years of experience in the financial services industry. I specialize in working with my 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 my career, my inclusive approach respects – and responds to – the distinct needs that varying clients may have. I’m also fully bilingual and able to serve clients in both English and French.
Beyond the Office
As a wine aficionado, I enjoy tasting from BC’s finest vineyards and am currently studying to become an accredited sommelier. Volunteering has also become an important part of my life, with Habitat for Humanity and Mosaic being among two of my favourite charities. I’ve participated in two foreign builds for Habitat for Humanity: one in El Salvador and one in Portugal. I also enjoy cultural and culinary travel. For me, the best way to burn off all those extra calories is by doing lots of walking with a backpack!