Richard Coffin, CFA, CFP
Richard is a member of the CFA Institute and and recently acquired his CFP designation. Prior to joining WDS, he was a client portfolio trader for MD Financial Management, monitoring and trading centralized portfolios for high net-worth clients. During his time at MD, Richard demonstrated strong analytical skills and an eye for efficiency, developing tools and restructuring processes for the firm to promote data integrity.
Richard honed his strong financial and business acumen with a Bachelor of Commerce (Finance) degree from Carleton University. Despite his multiple extracurricular activities, he graduated with an above-average grade point average—10.81 out of 12—which led to his induction into the Beta Gamma Sigma business honour society and earned him a spot on the dean’s list.
At Carleton, Richard was an active member of the Sprott community and exercised his creative entrepreneurial skills in a variety of roles. First he was a facilitator and later facilitator team leader for the university’s peer-assisted study session program, developing and delivering student workshops in economics. Second, Richard volunteered as VP external relations for the Sprott Business Students’ Society. In 2015, he and two of his Carleton teammates won first place in the Global Family Enterprise Case Competition against international teams in the undergraduate league.
Richard believes that creativity is a big part of being an investment analyst. Detail-oriented and efficiency-driven, he’s still always willing to consider the unconventional. He plans to harness his out-of-the-box thinking to find the best opportunities and solutions for WDS clients.
His love of finance and education extends to his spare-time hobbies and activities, too. Combining both with his affinity for social media, he now has a YouTube video series on investing for young adults. His allegiance to his alma mater continues as well, with an involvement in business networking and mentorship events.
“At WDS, a portfolio manager is the primary point of contact in each client’s advisory relationship. Intimate client knowledge translates into a ‘fit for purpose’ portfolio, suitable and based on achieving their stated financial objectives.”