"Preparing For Tomorrow, Takes Planning Today"

It takes solid financial planning to reach your goals.

Specializing in:

• Estate and Retirement Planning
• Tax Reduction Strategies
• Financial Planning

Through the effective use of:

• Life and Disability Insurance *
• Mutual Funds
• RRSPs and Group RRSPs
• RRIFs & LIFs
• RESPs
• GICs

*Insurance products provided through Hollis Insurance Inc.

Philosophy

Richard feels very fortunate that his career is also one of his greatest passions. He believes that financial planning, as with life, is not a destination, but a journey. Your investment portfolio should reflect who you are as an investor and your financial plan must reflect who you are as an individual. Guidance by a qualified advisor can give you the ability to understand what you own and why you own it. This process can help eliminate the majority of the risks and uncertainty individuals may feel about their investments.

Client Profile

The majority of his clients are between 35 and 75 years of age. They have often dealt with banks, trust companies, credit unions and brokers, but have lacked the personalized service and professional planning support that provides peace of mind. Typically, their main objectives are to reduce risk, prudently improve investment returns, lower taxes, and preserve their estate at lower cost.