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Richard Belknap has over 30 years experience providing investment advice and solutions to clients globally. His experience includes over 20 years working with Institutions and Pension Funds in Canada and the US. In 1994 he started his own Asset Management business (Belknap Asset Management) on the Scotia platform.
In 1999, Richard received his Certified Investment Management Analyst (CIMA) Designation from the Investment Management Consultants Association (IMCA) and the Wharton School of Business and now works as an Investment Consultant with ScotiaMcLeod. He helps Families, Individuals and Corporations to manage their financial affairs in a professional and disciplined manner.
Richard has extensive experience dealing with International and Domestic clients and the diverse challenges they face and is backed by a team of knowledgeable colleagues with access to expertise that is relevant to our client base.
Richard adds value to his clientele by working with them as their “Personal CFO”, to ensure they have Peace of Mind and that their affairs are managed in a compliant and ethical manner.
In his free time, he likes to travel and spend time with his family. He has a great passion for life and loves to challenge himself, friends and associates to achieve greater goals and successes in their lives. He is a strong believer in maintaining a balance between one’s personal and professional life.
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Investment Philosophy and Process
The Unique Investment Process that we have designed is specifically aimed at eliminating your frustrations. We strive to fully understand your goals and objectives and the amount of risk you are willing to take in pursuit of those goals. We will manage your funds in a manner that is individually tailored to meet your specific needs. We will communicate with you on a regular basis.
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Service Approach
Our goals as your Investment Consultant are:
1. To maximize your overall returns at a mutually agreed level of risk that you feel comfortable with.
2. To focus on your long-term investment returns and risk management.
3. To provide customized discretionary portfolios designed for your investment requirements and circumstances.
4. To ensure your goals are treated with the highest level of integrity and trust by upholding a strict Code of Ethics.
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Trusted Advice
Total Financial Solutions: We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows us to access the required expertise to provide our clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Scotia Plaza
40 King St. West, Suite 1101
Toronto, ON M5H 3Y2
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Additional Team Members:
Teresa Clarke
Investment Associate
416-945-4158
teresa_clarke@scotiamcleod.com
Callan Curley
Administrative Assistant
416-862-3267
callan_curley@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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(416) 863-7625
1-800-399-8520
(416) 863-7174
