Richard Hughes, Cfp®

Richard Hughes, Cfp® Email and Phone Number

Director and Co-Founder @ CBPP
Vancouver, BC, CA
Richard Hughes, Cfp®'s Location
Vancouver, British Columbia, Canada, Canada
Richard Hughes, Cfp®'s Contact Details

Richard Hughes, Cfp® work email

Richard Hughes, Cfp® personal email

n/a
About Richard Hughes, Cfp®

I'm passionate about guiding both employers and employees towards achieving their organizational and retirement objectives. By efficiently designing, implementing, and managing group retirement plans, I strive to make these goals a reality. I've earned both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, highlighting my commitment to professionalism and expertise in finance.Before starting CBPP, I held senior positions at National Bank Private Banking 1859 and RBC Wealth Management. There, I specialized in crafting advanced strategies in credit, tax, and investment for affluent families. My background spans finance, economics, and computer science engineering, equipping me with a unique perspective on technology in the retirement planning sector. I take pride in fostering lasting connections with my clients.

Richard Hughes, Cfp®'s Current Company Details
CBPP

Cbpp

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Director and Co-Founder
Vancouver, BC, CA
Website:
canadasbestpensionplan.com
Employees:
3
Richard Hughes, Cfp® Work Experience Details
  • Cbpp
    Director And Co-Founder
    Cbpp
    Vancouver, Bc, Ca
    View
  • Cbpp
    Director & Co-Founder
    Cbpp Aug 2018 - Present
    Vancouver, British Columbia, Canada
    Group RRSP, TFSA and DC pension plan experts for leading Canadian organizations.Go to https://www.cbpp.ca to learn more.
    View
  • National Bank Private Banking 1859
    Director & Senior Investment Counsellor
    National Bank Private Banking 1859 Sep 2016 - Aug 2018
    Vancouver, British Columbia, Canada
    Worked with the wealthiest families in British Columbia to execute advanced credit, tax and investment strategies.
    View
  • Rbc Wealth Management
    Vice President & Portfolio Manager
    Rbc Wealth Management Apr 2004 - Mar 2014
    Victoria, British Columbia, Canada
    Worked with high net worth and ultra-high net worth families to execute investment, tax, philanthropic and estate planning strategies.
    View

Richard Hughes, Cfp® Skills

Portfolio Management Wealth Management Investment Strategies Retirement Planning Investments Mutual Funds Strategic Financial Planning Estate Planning Investment Advisory Asset Allocation Asset Management Financial Planning Securities Equities Wealth Management Services Financial Advisory Alternative Investments Fixed Income Financial Services Finance Financial Planners Risk Management High Net Worth Individuals Retirement Financial Risk Investment Management Wealth Financial Markets Financial Analysis Etfs Bonds

Richard Hughes, Cfp® Education Details

Frequently Asked Questions about Richard Hughes, Cfp®

What company does Richard Hughes, Cfp® work for?

Richard Hughes, Cfp® works for Cbpp

What is Richard Hughes, Cfp®'s role at the current company?

Richard Hughes, Cfp®'s current role is Director and Co-Founder.

What is Richard Hughes, Cfp®'s email address?

Richard Hughes, Cfp®'s email address is ri****@****rbc.com

What schools did Richard Hughes, Cfp® attend?

Richard Hughes, Cfp® attended Trinity Western University, University Of Victoria.

What skills is Richard Hughes, Cfp® known for?

Richard Hughes, Cfp® has skills like Portfolio Management, Wealth Management, Investment Strategies, Retirement Planning, Investments, Mutual Funds, Strategic Financial Planning, Estate Planning, Investment Advisory, Asset Allocation, Asset Management, Financial Planning.

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