Richard Moncur, CFP®, CMA

Certified Financial Planner® & Branch Manager

Since 2004 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.