Richard Pearson, CFA

AVP, Portfolio Manager

Office Phone
604.443.5132

Mobile Phone
778.872.0685

With more than 20 years of experience in the financial services industry, Richard has expertise in portfolio analysis, securities & asset management, retirement planning, and investment advisory. He specializes in working with our client’s next generation to build strategies that help protect and grow their hard-earned wealth, as well as providing philanthropic giving strategies. Richard is fluently bilingual and able to serve clients in both English and French.

Beyond The Office

Richard is currently studying to become an accredited sommelier. Volunteering has also become an important part of his life. Habitat for Humanity and Mosaic are among two of his favourite charities. Richard has participated in two foreign builds for Habitat for Humanity; one in El Salvador and one in Portugal. He enjoys cultural and culinary travel. The best way to burn off all those extra calories is by doing lots of walking with a backpack.

“Having lived in four Canadian provinces and being bilingual has made me appreciate our amazing country and serving Canadians.”