Richard Daugherty

CHS, RIS President

Richard Daugherty has been a financial advisor for more than three decades, during which he’s supported hundreds of clients – including multiple generations within families. In addition to providing fundamental financial planning, Richard specializes in retirement and estate planning, providing education and support to clients and their families for the smooth transition of their estates with peace of mind.

 

Richard has consistently been recognized as one of Canada’s top advisors by Financial Horizons, the country’s largest managing general agency representing advisors. He’s qualified for the Elite 30 for nearly 20 years, which recognizes the top 30 advisors in Canada based on professional knowledge, ethical approach and a high level of customer service. He was inducted into the Diamond Club in 2015, which is offered to those who have five consecutive years of Elite 30 qualification. Additionally, he was one of the inaugural members of the President’s Circle, a new recognition of Canada’s top 100 advisors, which he’s qualified for nearly every year since its launch.

 

Richard has been married to his wife, Pauline, for more than 40 years and has three children – one of whom he’s lucky to work with! His greatest joys include spending time with his family, especially his three grandchildren.