Richard Naufal

Investment Associate

Richard has been in the investment and financial services industry for over 18 years, spanning across areas of financial planning, people management, compliance, and banking.

His industry education is from the well-regarded Canadian Securities Institute, from where he has completed the Canadian Securities Course, Professional Financial Planner Course, and many others. He endeavours to deliver excellent customer service and provide solid financial advice to each and every client. Richard loves spending time with his family and friends, and believes that a balanced lifestyle is the key to good health.