Richard Roell, CFP®, FMA, FCSI, CSWP
Richard brings a wealth of experience to the financial services industry. Richard recognizes that the rapidly changing landscape in the investment environment requires constant education. Richard prides himself in continually upgrading his skills and knowledge to ensure his clients receive optimal returns with minimal risk within their investment portfolios.
Richard has been in the financial services industry since 1992. He is dedicated to the highest level of professionalism in providing financial planning and investment management advice.
Richard has earned the designations of Chartered Strategic Wealth Professional (CSWP) Chartered/CERTIFIED FINANCIAL PLANNER®, Financial Management Advisor (FMA), and has been awared the The Fellow of CSI (FCSI). As a CSWP, financial planning's highest standard, Richard is equipped to provide truly personal services to clients and maintain the highest levels of financial planning professionalism and expertise. The FMA designation allows Richard to provide a mastery level of knowledge of wealth management strategies. This enables him to counsel individuals on complex wealth management issues beyond the scope of basic financial planning. These qualifications are among the most senior in the financial services and securities industries and necessitate continual upgrading of skills to ensure they are maintained at the highest, most current levels. Additionally, he is registered as a Registered Representative and has Level 2 Life Insurance and disability licences.
Richard has developed a well-deserved reputation for honesty, integrity and professionalism with his clients. He is qualified as an expert in investment, retirement, estate and tax planning and provides his clients with a wide range of investment and insurance vehicles to satisfy their financial objectives.