About Us

As a professional financial planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Richard Bylsma, CFP®

Certified Financial Planner®

Whether you need to plan or invest for retirement, your child's education or to protect all that you’ve worked hard to achieve I am well suited to the task.

I believe that knowledge is the foundation of good decision making. To that end, I take time to learn about my client’s circumstances, experiences and goals. Furthermore, I also focus on educating clients regarding financial matters that will influence them in the short and long term. Taking the time to gather sufficient knowledge is a cornerstone in helping clients make the decisions that benefit them the most and help them achieve their financial success.

As a Certified Financial Planner professional, I can provide clients with a wide range of financial products and services with a focus on retirement planning, estate planning, business succession (exit), pensions, lifestyle and legacy planning.

As importantly, being an independent adviser I am not hindered by obligations, restrictions or conflicts of interest due to working for a proprietary company that dictates use of its own products.

Mutual Funds Provided Through FundEX Investments Inc.