Rish is dedicated to helping clients build, preserve, and transition their wealth with clarity and purpose. He focuses not only on achieving long-term growth while preserving capital, but also on ensuring that the life his clients have worked to build can be carried forward into a lasting legacy for their families.
He holds a Bachelor’s degree in Business Administration from Capilano University, with a focus on Economics and International Studies, and brings over a decade of experience in banking and financial services. Through progressive roles, Rish has developed a strong foundation in guiding clients to optimize their savings and investments, with an emphasis on disciplined, long-term outcomes.
Rish holds the Chartered Investment Manager (CIM®) designation and the Certificate in Advanced Investment Advice, reflecting advanced expertise in portfolio construction, investment strategy, and client advisory. He also has specialized experience in derivatives and options, which he uses to help clients manage downside risk, enhance portfolio income, and navigate volatile market conditions with greater flexibility.
He continues to refine his investment approach under the mentorship of Senior Investment Advisor Ken, who brings nearly 40 years of experience in portfolio development, equity and fixed-income trading, and sustainable income strategies. His approach is centered on delivering disciplined, risk-aware solutions focused on long-term wealth preservation.
Outside of work, Rish enjoys traveling, spending time with family and friends, exploring new music, watching sports, and playing golf.