Feb 22, 2019
Biography: Anne-Maria is a retired chemical engineer who worked for the Ontario Ministry of the Environment for nearly four decades. Born and raised in a small forestry community in Finland, she immigrated to Canada with her family in 1976 and over the course of a nearly 37-year career was able to secure a sizeable...
Feb 15, 2019
Biography: John is a retired Canadian oil company executive who’s spent the last six work-free years travelling from one warm climate to another in what he considers his “endless summer vacation.” A client of Richard’s for nearly three decades, he’s keenly aware of what different companies’ benefits packages...
Feb 8, 2019
Biography: Bob is a physician who’s done his rounds both in a general hospital and at clinics he opened up himself. He’s also built up a lucrative side-career in real estate, taking advantage of the market shift from buying to renting. Now comfortably wealthy, he stresses the importance of saving up and...
Feb 1, 2019
Biography: Anne and Ron are married retired teachers who have been clients of Richard for over 25 years. While they came from different economic backgrounds—upper-middle class for Anne and lower-middle class for Ron—they both learned the value of saving money and spending it wisely early on. Decades later, they’ve...