SENIOR FINANCIAL ADVISOR
As an advocate for financial literacy, Richard demystifies the financial industry for his clients. He focuses his efforts on helping his clients understand investment principles that he learned from his mentor and former business partner, AIC's founder and chairman, Michael Lee-Chin, based on the teachings of Warren Buffett and Benjamin Graham. Richard came out of retirement to help spread financial literacy and is a Senior Financial Advisor with Experior Financial Group (LLQP licensed). He helps his clients protect their families by securing their most important asset, their ability to earn an income, as well as creating a plan to build future wealth and security for his clients and their families.
He was taught to differentiate himself from others in the business by applying specific strategies that were consistent with long term financial success. While at Berkshire, during his 23 year career, prior to 15 years of retirement, he managed assets of approximately $40 million on behalf of 125 individual and corporate clients. With a securities, mutual funds and A&S insurance license, Richard prepared financial plans that incorporated wealth creation principles, retirement, insurance, after tax investment considerations and estate planning concepts. Strict adherence to these principles resulted in his regular participation in the Gold Circle Club which recognized above average achievements in client service and production at Berkshire.
During his tenure at Berkshire, Richard was selected and featured, along with six other investment industry professionals, for a nationally televised program on advanced investing. The program was titled “The Money Maze” T.M. and was aired on Prime, ATV, Prime and CTV across Canada in 1999. In order to participate in the series he was involved in a series of television training instruction which included body language, eye contact and speech articulation. It was a phenomenal opportunity to build credibility and further secure his reputation in the industry as a leader. Richard was also a published author/contributor to Money Magazine and blogger on Money.ca for two years (see his blog on this website).
vrit = Sanskrit for a disturbance in consciousness!