Always someone who enjoys taking on challenging tasks both professionally and personally, Richard opted to pursue the CFA designation early in his career because of its notorious difficulty and widely regarded status as the highest level of professionalism in the industry. Richard’s previous experience saw him in roles at CIBC, HSBC and Manulife Financial; he most recently served as a Portfolio Manager and Senior Manager for a family-run asset management firm in Kingston. Mastering the complexities of wealth management and serving clients with dedication has been a very rewarding journey thus far. That same love of challenge has led Richard to take on everything from home renovations to h