Richard Pearson, CFA®
Private Wealth Advisor, Portfolio Manager
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
“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.”