Richard Lizee

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.

Phone Number:

306-975-9500

Email:

rlizee@pwmprivate.com

Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CIM®, FMA, FCSI®, CFA®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm.
Associate Investment Advisor
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
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