Richard started as a Financial Planner in 1988, a time when most people did not know what Financial Planning was. Richard obtained his Certified Financial Planning designation (CFP) in 1992 and his Registered Financial Planner (R.F.P.)from the Institute of Advanced Financial Planners in 1995.
In 1993 Donna joined Richard on the administrative side of the business. In 1999 she became a licensed advisor, completing her CFP in 2004.
In 2001 we trademarked The Essential Financial Lifestyle ApproachTM focusing on asking some tough questions and helping clients to achieve their goals.
Our planning process enables us to take clients through all the different phases of life. We work with them step by step to develop a plan that works for them. Once a plan has been implemented, it will be monitored to ensure that they remain on course. We understand that life changes and strategies need to be modified to ensure that they are still on the right path.
After having our own planning practice we joined Brian Mallard & Associates in 2014 to further enhance our planning process.
Richard and Donna enjoy spending time at the cottage with their family and friends. They also enjoy travelling, with Mexico being a favorite destination.
• Richard is President of Saskatoon Estate Planning Council
• Board member of St. Anne’s Senior Citizens Village Corp.