Prior to joining the firm, Richard gained over a decade of experience in finance at industry leading financial companies such as Horizons Exchange Traded Funds (Canada) Inc., Invesco Trimark Ltd. and The Royal Bank of Canada.
Richard is a graduate of the University of Toronto where he was awarded an honors degree with a double major in Economics & Philosophy. Richard also holds the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. He is a Chartered Alternative Investment Analyst (CAIA) charterholder and a member of the CAIA Association, Toronto chapter.
Richard grew up in Winchester, a town close to Ottawa, and has maintained a network of strong relationships in the Ottawa community. Richard currently lives in Mississauga and loves sailing, hockey, baseball, soccer, golf and spending time with his wife and three children.