Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Richard is a key member of the investment team. His main areas of emphasis are conducting company research on prospective investments, providing insights into industry and economic conditions and evaluating and monitoring funds we invest in.

On the practice’s wealth and retirement planning side, Richard focuses on working with business owners and professionals. Over a 35-year career, he has worked in many fields, including taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their businesses. This background and experience have given him a lot of insight into the unique challenges and needs of business owners, and he endeavours to take a holistic and individualized approach to clients’ situations.

Finally, Richard is our in-house tax planning professional and can help with all your tax planning needs.