Richard has over 35 years of experience in the investment industry, with a strong track record of managing wealth for both individual clients and businesses. Richard holds a Bachelor of Arts in Economics from Western University and a Business Administration Diploma from Wilfrid Laurier University.

Richard's other interests include enjoying the outdoors, sports, cycling, hockey, and boating. He enjoys spending time at the cottage with his family in Long Point. He has his private pilot's license and likes to fly every chance he can get. Richard supports many charitable organizations annually. He stays connected with the Western Mustangs football team through coaching the offensive line and providing mentorship on and off the field. Richard had a successful CFL career playing left tackle for the Winnipeg Blue Bombers, highlighted by winning the Grey Cup in 1984.

With over eight years of experience working as an Administrative Assistant for Richard, Michelle has strong experience creating and implementing marketing packages, providing excellent customer service for clients, and keeping all social media accounts up to date. She obtained her Bachelor's degree from Wilfrid Laurier university and is currently pursuing her Master's degree at Western University. She also has a Diploma and a Post-Graduate Certificate from Conestoga College.