Richard Bank

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.