Richard is Vice President, Investment Strategy at Assante and oversees Assante’s investment product shelf. He chairs Assante’s Investment Committee and performs due diligence on new product offerings. He acts as Assante’s liaison with product issuers, promoters and underwriters. Richard also conducts investment manager due diligence with respect to multi-manager offerings. He also co-ordinates Specialty Investment transactions with both Compliance and Assante’s trading desk. Richard represents Assante in the media with regular spots on BNN and CP24.
Prior to joining Assante in 2000, Richard was the trading floor economist and fixed income analyst at TD Securities. During his six years at TD Securities, he specialized in the areas of economic analysis of the U.S. and Canadian Economies, corporate and government debt, and studies of both the U.S. Federal Reserve and the Bank of Canada. Prior to his tenure at TD Securities, Richard spent five years trading both Foreign Exchange and Money Market securities for Ontario Hydro.
Richard has been a CFA charter holder since 1994. He received both his B.A. and M.A. in economics from the University of Waterloo and has completed the Canadian Securities Course, the Standards & Practices Exam and the Partners, Directors & Officers Exam.