Richard is a Senior Assistant with Matthews Private Wealth, having joined us in October 2019. Before that, Richard enjoyed a 28 year career in the financial services industry, much of that in senior management roles in Investment Operations at another institution. Richard is licensed for mutual funds and life insurance and, as a CERTIFIED FINANCIAL PLANNER® designation holder, is passionate about developing goals based financial strategies for clients. 

Richard’s personal interests include golf and vacation travel, but he most values time spent with his wife and two daughters, at home or at their lakefront cottage in Port Elgin.