Richard Pearson, BA, CFA

Richard Pearson

Director, Private Wealth Management

Our Private Wealth Management offering is based on the following principles: – Primary focus on investment objectives and constraints; – Tolerance of volatility and downside risk management; – Customized asset allocation, including international and alternative investment strategies; – Focus on value added customer service; Comprehensive process including Investment, Financial, Tax and Estate Planning; – Leveraging financial synergies available within Industrial Alliance.