Richard P. Harvey, CFP, CLU, CH.F.C.
As a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant, Richard has the experience and knowledge to provide unconventional financial strategies that will create tangible results. Richard continues to maintain a minimum of thirty hours of continuing education credits every year in order to provide the best possible advice to his clients. Richard’s own Bucket List features many sailing adventures, along with learning to scuba-dive, traveling to Italy, and seeing either Elton John or Cher in concert.
Anne graduated from Seneca College with an Executive Secretarial diploma program. Following her studies at York University in Toronto, and after an initial career with National Bank, she decided to apply her skills to help the clients served by Richard P. Harvey & Associated Ltd. She has served our clients in many capacities, and most recently as the Coordinator of The Bucket List Program®. Anne’s positive and friendly personality is inspiring for many of our clients. Anne has an aspiring dream of her own, to go on a river cruise on the Rhine River…soon.