Meet The Team

richard.skeels@cibc.com | LinkedIn | (416) 594-8674

 

Hi, I'm Richard

 

The Wealth Advisor For:

 

- Pre-retirees

- Aviation Professionals

- Holistic Health Professionals

 

We help you navigate your way to retirement!

 

 

- Nearly a decade of experience in Wealth Management 

- Graduated from the University of Guelph with a B.Comm in Management Economics and Finance

- Charted Investment Manager Designation (CIM®)

- I have spent my entire career with CIBC 

 

Here's my story on why I help these niches

 

Pre-retirees

 

 53% of Canadians cannot afford to retire. A lot more Canadians are worrying about their retirement then you'd probably think.

 

Good news is, if you're stressed about retirement, don't worry, I am here to help!

 

Being in the Wealth Management industry for nearly a decade, I have seen first hand how proper financial planning and investments advice can help you achieve your goals and reduce any financial uncertainty.

Personal finance is my biggest passion, and seeing the positive impact I've made on my client's lives is what continues to drive me. 

 

I have set out on a journey to help as many people as possible achieve comfort and clarity around their retirement. After all, you deserve it! 

 

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I am a pre-retiree and I am looking for retirement clarity

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I am looking for more information on how you can help me

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Aviation Professionals

 

Outside of personal finance, my biggest passion is aviation.

 

The aviation industry can be very volatile, as seen during the pandemic and previous recessions.

 

Aviation professional require unique planning to ensure they can navigate through any turbulence while making certain that their pension plan is set up to provide maximum benefit for their retirement.

 

As a Private Pilot, I am closely connected to the aviation community and have a deep understanding of the unique needs these professionals face. I love having the opportunity to connect my two passions of aviation and personal finance while helping aviation professionals take their retirement to new heights.

 

Here is a picture of me in the friendly skies!

 

 

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I am an Aviation Professional and I am ready for a retirement clarity call

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I am looking for more information on how you can help me

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 Holistic Health Professionals

 

As someone who has benefited from the services of holistic health professionals (Such as chiropractic care and naturopathy) I am on a journey giving back to these professionals with unique financial advice! Not to mention that this field and their unique needs are often overlooked by other wealth professionals.

 

 I enjoy working with professional corporations to optimize and maximize your retirement and estate planning needs. They can be complicated to understand but my goal is to make things as clear and simple for you.

 

The profession has an entrepreneurial component to them. I grew up in an entrepreneurial household. I have seen first hands both the rewards and the struggle of growing and running a business. 

 

The profession is extremely busy. I get that, and my goals it create a concrete wealth strategy so you can focus on what's important to you and not stress about your future. 

 

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I am a Holistic Health Professional and I am looking for retirement clarity

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I am looking for more information on how you can help me

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How Did I Get Here?

 

I started my career as a teller. Working the front lines for CIBC really helped me to understand how money can have a different meaning to everyone. 

 

I then made the move to CIBC Wood Gundy as an Associate. I worked with a Senior Wealth advisor and was shown the ins and outs of financial planning and investment advice. 

 

A primary focus for me was running financial plans. I saw numerous different scenarios and learned the importance of asset allocation, investment strategies, tax optimization, retirement planning and estate planning. 

 

And here I am now, a Wealth Advisor for pre-retirees, pilotst and holistic health professionals!

 

Here Are a Few Things About Me

 

1. I'm passionate:

 

I take my passions seriously (Can you tell?).  My passion also extends to you... what ever your goals are, I am passionate about making them happen. 

 

2. I'm curious

 

I like to question things. So if you book a retirement clarity meeting, be ready for questions!

 

3. I'm honest

 

I take honesty very seriously, especially when managing your hard earned money. It is the foundation that I base every relationship on.

 

4. I'm knowledgeable

 

Over the years I have built up a foundation of knowledge when it comes to personal finances. My curiosity has fueled this thirst for this knowledge. I have the accreditations to back it as well.