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We empower our clients to make financial
decisions with confidence and peace of mind.
Established in 1997, RichLine Financial was Richard Daugherty’s solution to an issue he saw through his decades of financial experience: people needed straightforward, simple solutions to their financial questions. His client-centered approach to making finance accessible became a core value in his ongoing practice.
Richard built on his early success at RichLine by joining forces with Brian and David Ogilvie’s Kitchener firm in 2004, bringing two successful companies together under one roof to create Ogilvie Daugherty Financial Services (ODFS). In 2021, when Brian Ogilvie sold his practice, it was a natural move for Richard to move back to RichLine – now with two additional advisors, Matthew Douglas and Mackenzie Daugherty – and a bigger team to better support his clients.
Richard DaughertyCHS RIS President
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.
Matthew DouglasPFP Financial Advisor
PFP,
Financial Advisor
Matthew Douglas is a financial advisor, working with clients to create efficient monthly administrative support to develop, build and maintain client/advisor relationships. Kayla has completed the Canadian Securities Course and is on the path to obtaining her Qualified Associate Financial Planner designation.
Mackenzie DaughertyPFA Financial Advisor
PFA,
Financial Advisor
Mackenzie Daugherty is a financial advisor, specializing in cash flow and debt direct communication between clients and advisors, scheduling meetings and maintaining client records, files and databases. Melissa has two young children who keep her busy with dance and baseball. Melissa and her kids love spending time outside, walking on trails, going to parks and having picnics.
Kimberley ParentOffice Manager
Office Manager
Kimberley Parent is RichLine’s office manager, responsible for providing administration management, helping his clients reach their short- and long-term goals. Mackenzie has been working with Richard since 2013, meeting with clients to review their insurance and investment plans.
Olga DoveClient Relations Associate
Client Relations Associate
Olga Dove is a client relations associate for Richard Daugherty. She’s a familiar face for clients, having worked alongside Richard since 2004, providing direct client support, processing, reviewing and submitting financial requests and compiling and reporting bi-annual client portfolios. She has completed the Canadian Investments Funds course (mutual funds).
Kayla DennisClient Relations Associate
Client Relations Associate
Kayla Dennis is a client relations associate for Matt Douglas, providing and support services for the team. She oversees day-to-day accounting, advisor contracting and licensing and assists in processing client requests and claims.
Our combined years of experience and knowledge gives us the ability to handle your financial needs with confidence.