Ken Serbu

Richard Moncur CFP®, CMA


Since 2004, Certified Financial Planner and Branch Manager Richard Moncur has been the financial consultant of choice for a growing number of clients who appreciate his personalized approach to financial planning. His background in accounting, taxation, and small business allows him to customize and implement financial plans for clients.

A graduate of Carleton University, Richard has completed the Canadian securities course and its professional financial planning course, as well as holding the certified financial planners (CFP) designation.


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