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Paul D'Elia
Nino Lucci
Richard Marshall
Priscilla Radam
Chantalle Baboolal
James W. Kraft

Tel: 416-359-6136

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Richard Marshall

Associate Investment AdvisorPersonal Financial Planner

Tel: (416) 359-4386

Fax (416) 359-6617


Richard is an Associate Investment Advisor and Personal Financial Planner whose career began in the industry over 20 years ago. Since completing his Canadian Securities Course and Registered Representative course back in 1993, Richard has also completed the Canadian Options Course and has the Professional Financial Planning Designation ( PFP®). Richard is responsible for the communication of the investment decisions made by Paul for our clients. Additionally, he helps in implementing investment strategies and monitoring clients portfolios.

Richard has been married for over 25 years and has three children. He is also known to be something of a dog whisperer. When he's not golfing in the summer he can be seen outdoors maintaining his lawn, or being the regular "Mike Holmes" around his neighbourhood or at his children's homes.