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Branch Administrator
PWM Private Wealth Counsel, iA Private Wealth
Richard is our in-house bookkeeper and completes the Tax & Accounting team. Richard maintains complete sets of books, keeps records of account, verifies the procedures for recording financial transactions and provides professional bookkeeping services to our clients. Richard works closely with Mike and Chris on the Tax services business as well. He strives in the accuracy of his work and building strong relationships with his clients.
Richard joined PWM Private Wealth Counsel, iA Private Wealth in 2013 after a career of 28 years with the Canada Revenue Agency as a border officer where he learned to fine tune his accuracy and people skills. He has attained over 35 years in client servicing and still enjoys assisting people. Richard graduated from College Mathieu in Gravelbourg and was certified as a bookkeeper in 2006 from the Stratford Career Institute. He has attained the Pro-Advisor status within the QuickBooks bookkeeping system since starting with PWM.
Richard was born and raised in Gravelbourg, SK, but presently lives in Saskatoon with his wife, Jacinte, and their dog, Comet. Richard and Jacinte are the parents of 3 sons and grandparents of 6 grandchildren. He enjoys spending time with family, camping and tries to get some fishing time during the summer.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
