Richard Bailey

Richard Bailey

Richard Bailey, BBA, CFP®

(he/him)

A credited Certified Financial Planner (CFP®), I have been working with business owners, professionals, and families since 2016. My focus on education and coaching in this career has allowed me to build long-lasting relationships and has supported a continued passion for the financial services industry. Born and raised in North Vancouver, I enjoy spending much of my time exploring all the Lower Mainland has to offer and taking frequent trips to visit the Sunshine Coast & Okanagan with my family.

Richard Bailey, BBA, CFP®

(he/him)

A credited Certified Financial Planner (CFP®), I have been working with business owners, professionals, and families since 2016. My focus on education and coaching in this career has allowed me to build long-lasting relationships and has supported a continued passion for the financial services industry. Born and raised in North Vancouver, I enjoy spending much of my time exploring all the Lower Mainland has to offer and taking frequent trips to visit the Sunshine Coast & Okanagan with my family.

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Book a Meeting with Richard


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