Individual Wealth Team – Porchlight Financial
MBA, CFP®, CIM
Senior Financial Advisor
Manulife Securities Incorporated
Mark Richards leads our Individual Wealth management practice — one of the largest in all of Manulife Securities — with well over $100 million in assets under administration.
Mark is an experienced financial advisor and CFP® professional who has been partnering with clients for more than 15 years. Mark believes that wealth is built over time, and strives to build portfolios that are diversified and concise, considering all the assets a client has, regardless of account type, as one portfolio. Mark and his team of experienced colleagues offer clients a personal, bespoke-like approach to financial planning and investment management, creating a truly customized plan from scratch and then helping to execute the plan effectively.