Richard joined Odlum Brown Financial Services Limited in 2018 after working for a national accounting firm as a Senior Manager in taxation services, specializing in owner-managed private corporations and their shareholders.
Richard provides personal, corporate, trust, and estate tax planning options and risk mitigation to assist clients in meeting their retirement and estate plans.
Richard holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and CERTIFIED FINANCIAL PLANNER® designations. He has also completed CPA Canada’s In-Depth Tax Course and is a sessional instructor for the Chartered Professional Accountants of BC.