Key roles: Team leadership and vision, relationship development, portfolio design, meeting with clients
As a partner of Richardson Wealth, Eric brings over 25 years of experience to his role as a Wealth Advisor. He is committed to leading a talented and collaborative team which specializes in providing full wealth management services to entrepreneurs, affluent families and professionals. As the visionary, Eric provides both direction and insight to the team. He continues to develop and foster strong relationships with clients, as well as key professionals to enhance the advanced planning they need. Deep ongoing research into the global market economy and product development provides the essential knowledge he needs to ensure that our client’s portfolio design continues to be both effective and resilient.
Eric is a graduate of the University of Alberta and his previous career with some of the top Chartered Accounting firms in the world, provides him with a wealth of tax and business expertise. He holds both the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FSCI) designations. Eric really enjoys life with his wife Melinda; whether it’s just being together, traveling, in the great outdoors, or being with family and great friends. A life-long passion for learning and helping others keeps him busy with reading, courses and volunteering.