Leede Jones Gable Welcomes Richard Sontz to the Vancouver Office
Leede Jones Gable is pleased to welcome Richard Sontz to the Vancouver office.
Richard has been an investment advisor since 2000 and attained his RRC “certificate in Retirement Planning” from the Canadian Institute of Financial Planning in 2011.
Richard specializes in fee-based client portfolios. He helps his clients develop comprehensive long-term financial plans that include pre and post-retirement investments, attaining tax efficient income, and estate planning.
Born in London, England and raised in Edmonton, Richard moved to BC in 1986. He started his financial services career with CIBC Wood Gundy and was there for 11 years. He has also been with Canaccord and Wolverton which was bought out by PI Financial June 2016 before joining Leede Jones Gable January 2017. Prior to his financial career, he was in business management and retail and commercial sales and service.
Richard resides in Dunbar on the West side of Vancouver with his wife and two young daughters. He has been actively involved in coaching baseball, softball VMSA and girls youth Soccer VANUFC since 2008.
Richard can be reached at 604-760-7825. Welcome to Leede Jones Gable, Richard!