Richard Walsh is an experienced and qualified professional who built his business with a focus on relationships, accountability, and client care.
Richard sees his job first and foremost, as a way to make a deep, positive impact for the people who depend on his efforts for their financial well-being.
After meeting many clients who came away disappointed from their previous advisor, Richard decided he could serve people better. He designed his process to supply the missing elements:
the client’s access and ability to track their portfolio, as well as a plan for both short- and long-term goals
Richard is a veteran of almost 30 years in the industry. He has a B.Sc. from Concordia University, and he is licensed to provide securities investment advice. He is also licensed to trade Options and he is licensed to sell insurance.
Richard lives with his wife Christine in Hudson, Quebec. His daughter Samantha now lives in Vancouver. Richard is an avid practitioner of the Wing Chun Kung Fu Martial Arts system and he loves sailing. He also is certified as a Master Diver and Dive Master in Scuba Diving. His dives include dive sights all over North America, the Caribbean and the Galapagos Islands. Richard also serves on the Board of Directors for Alzheimer International.