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Richard Moncur, CFP, CMA

Certified Financial Planner
Branch Manager

CARP Recommended

For over ten years Richard has been the financial consultant of choice for a growing number of clients who appreciate his personalized approach to financial planning. His background in accounting, taxation and small business allow him to customize and implement financial plans for clients.

A graduate of Carleton University, Richard has completed the Canadian Securities Course and its Professional Financial Planning Course, as well as holding the Certified Financial Planners (CFP) designation. Richard is committed to his community and is currently Second Vice Chair of the Windsor-Essex County CARP Chapter and is past Chairperson of the Board of Directors of Migration Hall, Kingsville.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.