Contact
Richard Roell, CFP, FMA, FCSI, CIWM
Insurance Advisor
Richard has been in the financial services industry since 1992. He is dedicated to the highest level of professionalism and has earned the designations of Chartered Strategic Wealth Professional (CSWP) Chartered/CERTIFIED FINANCIAL PLANNER®, Financial Management Advisor (FMA), and has been awarded the The Fellow of CSI (FCSI).
Phone
(905) 247-0262 ext.
Website
Address
IA PrivateWealth
2351 Royal Windsor Drive, Suite 201
Suite 201
Mississauga, ON L5J 4S7