Richard is a licensed financial consultant based in Mississauga, Ontario. He has been an Asset and Risk Management Consultant with CPN Financial since 2008. He brings to the table a cumulative of 6 years experience in the financial industry. His earlier 6-year career as an owner and operator of a group home has provided an ideal foundation for his work as a financial consultant.
Attention to detail, accuracy under pressure and conservative behaviour in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialist whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base.
Richard is passionate about listening to problems before prescribing solutions and then re- positioning his client’s family balance sheets in order to speed up the wealth creation process – whilst taking care of major risks along the journey. His focus is on high-wealth families, small business owners and professionals. Future plans that currently excite his office include using technology more robustly in delivering superior client research and customizing communication to ensure maximum satisfaction as family and business needs evolve in the years ahead.
Away from the business, he enjoys time weight training, traveling to new destinations, spending time with his niece/nephews and making time for the occasional glass of fine Italian red wine at the barbeque.
What we do is to maximize your asset gearing across various financial instruments so that you can achieve greater leverage on your wealth creation. This means that you can achieve your financial dreams on time/reach your financial destination on time, whilst eliminating unforeseen risk along the way on the journey.