Richard joined Manulife Private Wealth in February 2020 as an Investment Counsellor for Quebec. His overall goal-based is to develop a thorough understanding of each client’s situation. Through a discovery process, in partnership with other industry experts, Richard is developing a roadmap for families and their heirs, focusing on wealth creation, preservation and transition.
A native of Quebec City, Richard has over 20 years of experience serving high and very high-net-worth individuals in Canada and abroad. He earned a Bachelor’s in Economics and Finance from HEC Montréal. He is a Certified Investment Manager (CIM) and a Certified Financial Planner (CFP). He is also a Fellow of the Canadian Securities Institute (FCSI) and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.
He has been involved with charitable organizations or sits on the Board of Directors. He is also an avid dinghy and keelboat racer. In his spare time, he enjoys different winter sports with his family and particularly enjoys travelling and discovering other cultures.
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