Client Services Team

Client Services Team

Richard Arbic Contact Information 613.698.7442 This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Richard Arbic CFP

Investment Advisor

Richard has held regional leadership and management positions at Sun Life Financial, Alterna Savings, and Educators Financial Group. After studying Psychology at Simon Fraser University, Richard became an equity trader with a local firm in Ottawa. In his first year, he was the second most profitable trader across Canada for the firm, and held a top rank during his stay there. He then returned to school to study economics to gain the ability to provide full service advice to his clients. Through these experiences, Richard established a strong knowledge and understanding of the investment industry.   

With over 18 years of experience selling investment products, Richard has become an expert at creating sophisticated financial plans and proposing client-tailored strategies. His clients are fond of his ability to analyze financial complexities, and to recommend optimal solutions. 

Richard has been a Certified Financial Planner (CFP) since 2007 and is currently working towards his Chartered Investment Manager (CIM) designation. 

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