Personal Information
Organization / Workplace
Calgary, Alberta Canada
Occupation
Senior Financial Consultant
Industry
Finance / Banking / Insurance
About
Richard Sheppard operates a financial planning practice which focuses on helping busy entrepreneurs and professionals optimize the value they realize from their businesses. By clearly understanding the desired outcomes the client would like to see, Richard can provide sound strategies for achieving these by streamlining and coordinating personal and company resources, using prudent investment, tax minimization, risk management, and other techniques to generate financial efficiencies. In short, working smarter, not harder in managing finances, and freeing the client to focus on what he or she does best and enjoying more balance in their lives.
Tags
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