Richard Ler CFP® , B.Comm, RRC®
Certified Financial Planner905-731-9800
Richard has provided over 20 years of financial, investment and insurance planning expertise to his clients and their families in the GTA. After, a successful career at a Major Canadian Chartered Bank Richard decided to join DeThomas Wealth Management as a Financial Planner.
Richard completed his Bachelor of Commerce Degree from York University and completed the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations. Richard has also completed the Canadian Securities Course (CSC), Professional Financial Planning Course (PFP), and the Life License Qualification Program (LLQP). His qualifications allow him to successfully assist his clients in all aspects of Financial Planning.
Richard really believes that understanding the goals and concerns of clients is the first and most important step of financial planning, and my goal is to provide investment and risk management strategies that are easy to understand and will eliminate any concerns you may have.
Outside of work, Richard loves to travel, he has been to 5 continents and enjoys experiencing and learning about the different lifestyles and cultures. Richard enjoys spending time with his wife, two daughters and his dog Charley.