Richard Heinrich, CFP, EPC, FMA - Investment Advisor

Richard G Heinrich started in the financial services industry in 1992 with a money management firm building his expertise in analytical research and disciplined investing. In 1997 Richard moved to The Bank of Nova Scotia as a Senior Analyst in the accounting department. In 2002 using his analytical & accounting background he decided to move into the retail planning industry to help individual clients with their financial needs. After several years helping clients with estate & retirement planning, Richard moved his business to IPC Securities (Investment Planning Counsel), where he partnered with Mark Parlee incorporating Mark’s training and experience to develop full wealth management plans.

Richard is a native of the beaches and attended University of Guelph. He is married to Lori and has two wonderful children Stephanie and Richard Jr. Richard also has two wonderful grandchildren, Payton & Paige.

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