Richard brings over a decade of financial service experience to the Del Greco team. After graduating from the University of Western Ontario, he completed a graduate certificate program at George Brown in Financial Planning and appeared on the Dean's List Honour Role. Richard qualified for his Certified Financial Planner (CFP® ) designation in 2015 and his Chartered Investment Manager (CIM®) designation in 2019. Over the years, Richard has developed a premium-level financial planning process tailored to the needs of each client, based on a foundation of independent advice. He is also meticulously organized and pays fastidious attention to detail. When Richard is not working, he loves to cycle, travel the world with his wife and dog...
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.