Administrative Associate

Assistant Branch Manager

Associate

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...