Richard brings structural excellence and a steady hand to every client's plan — with a particular focus on estate and retirement strategy.
Richard holds a BBA in Finance from SFU's Beedie School of Business. With deep experience in tax reporting, client reporting, and portfolio administration, he focuses heavily on estate and retirement strategy. Passionate about protecting and growing wealth, he ensures structural excellence behind the scenes of every client relationship — so plans hold up not just today, but for years to come.
Whether you have a specific financial question or are simply looking for a clearer place to begin, the Iberian Pacific team is here to help.