CIBC Wood Gundy Ltd

Exceeding Expectations – Through Trust, Integrity and Service An expert in investment management services, Richard holds an honours Bachelor of Science… Read More →
CIBC Wood Gundy Ltd

About Us

Exceeding Expectations – Through Trust, Integrity and Service An expert in investment management services, Richard holds an honours Bachelor of Science degree from the University of Guelph and is a graduate of the Business Management and Administration program from the Canadian Institute of Management. With credentials from the Canadian Securities Institute, Richard has also attained the Certified Investment Manager (CIM), Financial Management Advisor (FMA) and the Certified Financial Planner (CFP) designations, in addition to the highly-esteemed Fellow of the Canadian Securities Institute (FCSI) designation. He offers a wealth of experience and knowledge that addresses all facets of the financial planning process, enabling his clients to reach and exceed their financial and estate planning goals. Richard specializes in providing customized investment strategies to his clients through a personalized, comprehensive wealth management process. His strong commitment to offer exemplary service contributes to his success as a trusted Investment Advisor. Full Service FirmServing the Individual InvestorProviding Investment and Estate Planning Advice
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COVID-19 Advisory

In response to evolving data around the Delta variant and based on the recent experiences of other jurisdictions, the government, in consultation with Ontario’s Chief Medical Officer of Health, is pausing the exit from the Roadmap to Reopen.

The Chief Medical Officer of Health and other health experts will continue to monitor the data to determine when it is safe to exit the Roadmap and lift the majority of public health and workplace safety measures currently in place.

Thank you for the work you have already done to protect our community by following public health protocols throughout these challenging times.

Stay strong, choose local, and please consider participating in our Rapid Screening Program to help reduce community spread.