Erica Richard

Financial Assistant/Analyst
B.B.A – Finance (Co-op Option)

As a financial assistant/analyst, Erica works with both advisors to develop complex financial plans to ensure tax minimization and the best possible financial result for business owners and professionals. Erica also works with both advisors on Will planning and Family Trust Agreement Templates.

Erica is a graduate from the Université de Moncton with a Bachelor of Business Administration, Concentration Finance, Co-op Option. Erica’s hard work earned her a spot on the Deans Honor Roll of the Business Faculty for 3 years in a row. Her internships gained her experience in the Wealth Management sector as she completed two Co-op terms at two different Wealth Management Firms.

Erica is excited to be working on the Canadian Securities Course and to further develop her skills with future education.

In her spare time, Erica likes cooking, watching TV, yoga, shopping and traveling.