“My approach is strategic-based, whereby my clients’ individual; needs dictate their investment requirements.“ – Richard Lax

Richard has been an Investment Advisor since 1998 and had resided at Dundee since 2004 before the acquisition by Echelon Wealth. In 2024 Echelon formed Ventum Financial, a merger of equals with PI Financial. He enjoys working with clients on both a personal and professional level. This personal approach has been and remains an underlying tenet of the way Richard represents his clients’ best interests. The position of trust that clients place in him is never taken for granted, and he embraces that trust.

Methodology:
Richard forges partnerships with his clients, enabling them to choose a strategic path together. Using a backdrop of historical experience, investment philosophy, and basic investment precepts are formulated and deployed into responsible investment tactics. A disciplined, process-driven approach is the basis for his investment decision-making. This structured process, using a customized client ask profile, helps remove the emotional element from investing to keep activities focused and on course to achieve financial goals. Richard consistently provides clients with personalized service and proactively addresses their financial needs. In this way, clients are well-equipped to feel confident about their future and the long-term direction of their financial health.

Services:
Investment Planning, Retirement Planning, Insurance Planning, Estate Planning, Education Planning are critical elements in accumulating and maintaining significant wealth.
Specialties:
Portfolio Management
Wealth Building and Preservation
Retirement Planning
Insurance Services (Insurance products provided through OM Insurance Agency Ltd.)

You can reach Richard directly by phone or email.