Richard joined Manulife Private Wealth in February 2020 as an Investment Counsellor for Quebec. His unique thinking offers an integrated holistic approach to portfolio construction. Through his discovery process using various tools, Richard helps build a framework around portfolio construction that can evolve over time and constitute a roadmap for the next generation.
Born and raised in Quebec City, Richard has over 20 years’ experience serving the needs of high-net-worth and ultra high-net-worth individuals in Canada and abroad. Prior to Manulife Private Wealth, Richard worked at Triasima Portfolio Management Inc, an independent Montreal based ICPM. Richard also worked at Richter Family Office and Desjardins Private Wealth Management.
Richard holds a Bachelor’s degree in Economics and Finance from HEC Montréal and has the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP®) designations. He is also a Fellow of the Canadian Securities Institute CSI (FCSI®) – the pinnacle financial services credential in Canada.
He is a seasoned competitive keelboat and dinghy sailor who attended most North American and some European sailing championships, a level 2 ski instructor and a part time team leader search and rescue for the Canadian Coast Guard. He also enjoys traveling with his family while learning about other cultures.