About Richard Rampersad
Richard Rampersad has worked as an Investment Advisor since 2008.
As an Investment Advisor working in wealth management, Richard has in-depth knowledge in creating personalized investment strategies tailor-made for each client. Richard works to preserve his client’s financial situation, and to grow their investments, while at the same time adding value by reducing; taxes and fees. Richard strives to obtain the best possible return while respecting your investment objectives and your risk tolerance.
He takes pride in working with clients to help them understand more about their financial and tax opportunities, so that there is a clear strategy for their retirement and investment objectives. His clients are typically; business owners, executives, lawyers, engineers, medical professionals, corporations, and affluent investors.