Richard has been in the financial services industry since 1992, and as a Financial Planner at an investment planning firm since 2005. His experience working with investment firms has helped him develop his expertise in analytical research and disciplined investing.
He and The Beaches Group joined the Bellwether team in 2018 so they could take their clients’ growth and experience to the next level.
Richard has made multiple media appearances, some of which include: AM640, AM740, as well as National Post. He finds his purpose and motivation in helping clients align financial resources with their personal values and goals, providing the best advice and service possible.
Richard loves to spend time at his cottage with family and friends, travelling, and staying active.
CIO Craig Ellis and Bellwether Founder Bob Sewell will break down what truly moved markets in 2025—and what investors should be preparing for in 2026.
