Richard Bank, CIM, CFP
Wealth Advisor, Creative Planning Financial Group
Investment Advisor, Creative Planning Wealth Management of ACPI
Richard believes in the transformative power of financial planning, helping clients navigate complex financial landscapes with clarity and confidence. Through thoughtful analysis and tailored strategies, Richard is committed to creating comprehensive financial roadmaps that align with each client's unique goals and aspirations.
Richard brings over a decade of financial service experience to Creative Planning Financial Group. After graduating from the University of Western Ontario, he completed a graduate certificate program at George Brown in Financial Planning and appeared on the Dean's List Honour Role. Richard qualified for his Certified Financial Planner (CFP®) designation in 2015 and his Chartered Investment Manager (CIM®) designation in 2019.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.
