Richard Chiu, QAFP
Richard brings structural excellence and a steady hand to every client's plan, with a particular focus on estate and retirement strategy.
Richard is proud to support BC Children's Hospital Foundation, helping fund world-class care and research for kids across the province.
Professional overview
Richard is a Financial Planner at Iberian Pacific Financial Services, focused on estate and retirement strategy. He brings structural excellence and a steady hand to every client’s plan, making sure the details behind each relationship are handled with care so plans hold up not just today, but for years to come.
Core areas of expertise
- Financial Planning: Comprehensive plans that bring each client’s goals, cash flow, and priorities together.
- Retirement Planning: Strategies that help clients prepare for retirement and the income they’ll need to enjoy it.
- Estate & Legacy Planning: Planning that helps protect wealth and pass it on according to each client’s wishes.
- Tax-Aware Strategies: Keeping tax considerations at the centre of planning decisions.
- Reporting & Portfolio Administration: Tax reporting, client reporting, and portfolio administration that keep every plan accurate and on track.
Professional background & education
Richard holds a BBA in Finance from Simon Fraser University’s Beedie School of Business and the Qualified Associate Financial Planner (QAFP) designation. His deep experience in tax reporting, client reporting, and portfolio administration gives him a detailed understanding of how a financial plan works behind the scenes.
Community & personal philosophy
Richard is passionate about protecting and growing his clients’ wealth, and takes pride in the careful, behind-the-scenes work that keeps every plan working long after it’s written. In the community, he supports BC Children’s Hospital Foundation, which helps fund world-class care and research for kids across the province.