Our Team

“My passion is to deliver on your vision thru prudent financial advice”

Richard is a Senior Portfolio Manager, Chartered Investment Manager and a Fellow of the Canadian Securities Institute (FCSI) - the highest honor and most senior credential granted in Canadian Financial Services. Since the 1980s, he has been highly successful in providing sound financial advice to his high net-worth clients.

He has been with BMO Nesbitt Burns for over 30 years, working in the capacity of Senior Portfolio Manager and Senior Wealth Advisor. For two decades, Richard has also been a member of the Chairman's Council which is comprised of the highest ranked Investment Advisors of the firm across the country.

His passion extends to the kitchen where he enjoys cooking at home for his wife, Kathy.

“My goal is to build and manage a portfolio that provides you with a peaceful night’s sleep”

Brian is a Chartered Investment Manager (CIM®), Senior Portfolio Manager and Wealth Advisor who runs a discretionary portfolio management practice. Brian joined BMO in 1991 immediately after graduating from Queens University.  For over 30 years Brian has been providing professional advice to business owners, corporate executives, retirees, families and individuals of high net worth.

Outside of managing his clients' wealth, Brian is a passionate sailor and wildlife photographer. 

“My goal is to build the client base for ourselves and our BMO partners”

Janet assists us with developing new business opportunities and marketing solutions. She brings over ten years of financial industry experience and has a Bachelor of Commerce from UBC. Prior to joining the industry, she was running her own business for 18 years with annual sales of up to $12 million.
Outside the office, she actively volunteers her time in the community. She was former Vice Chair of S.U.C.C.E.S.S., former Board of Director of the S.U.C.C.E.S.S. Foundation and Community Care Foundation.

She enjoys doing yoga, reading historical novels, and as a proud mother spends time with her two children, Jacqueline and Justin.

“My goal is to provide our clients with customized wealth planning solutions unique to their life goals and deliver on portfolio management solutions”

Clara is a Portfolio Manager, Chartered Investment Manager and Financial Planner. She started in the business in 1993 and joined Richard's team over twenty years ago and currently assists in managing your portfolio, providing wealth planning solutions and client services. She works closely with BMO partners to ensure your investment and wealth planning needs are met.

She is available to answer questions regarding markets, your portfolio, or to discuss your financial and estate planning goals.

She currently sits on the board for Sancta Maria House and Agape Street Ministry that help to support women on the streets and overcoming addiction as well as on the Society for Providence Health Care. She can be found supporting and serving her community, traveling the world, or running along the sea wall.

“I strive to deliver client piece of mind with respect to their financial plans”

Christine is a Chartered Investment Manager (CIM) and Senior Wealth Associate, who works with client’s in portfolio management, retirement planning and estate planning. Christine joined the industry in 2003.

She is passionate about snowboarding and her two dogs.

“Deliver peace of mind to our clients with good service, efficient investment management, and timely advice tailored to their circumstances and needs”

James has been assisting Richard's clients with their administration and portfolio questions since 1994. With an MBA from UBC, he brings over 20 years of industry experience including over 15 years with Richard's team. He currently assists us with trading and execution of portfolios and client services.

He is readily available to answer any administrative or portfolio questions or to chat about the markets.

If you ever get an opportunity, James is a wealth of information on World War II and anything about Star Trek!

“My goal is to ensure that all our clients get the star treatment they deserve”

Alice has been with the team since 2001.  A graduate from Simon Fraser University and she brings over 20 years of financial industry experience.

She is responsible for the smooth administrative account operation process and prides herself on delivering excellent service to every client.

Alice is fluent in English, Cantonese and Mandarin. She enjoys spending time with her family, and practicing the piano with her son Ayden. 

To many of the team’s longest clients, Regeza is a familiar name having started her career with Richard in 1992! Throughout her career, spanning 30+ years in the industry, Regeza has accumulated additional experience in various positions ranging from marketing to management. Returning to BC from the east coast in 2003, Regeza brings relevant industry expertise to serve the Team’s administrative and communication needs.

In her spare time, you can find Regeza and her green thumb tending to her growing garden or cycling with family and friends – including her beloved husband Bret and beautiful rescue pup, Roadie.

“My goal is to keep the wheels seamlessly turning on the administration front to ensure things move efficiently and quickly”

Sheraton has been with the firm since 2019 and  is working toward obtaining his CFA. Prior to joining the group, Sheraton worked in retail banking, insurance, and hospitality. He is fluent in English and Mandarin.

Sheraton is a passionate foodie and is always on the hunt for a new and delicious  restaurant.