Richard Johansen
About Richard Johansen
Richard Johansen is an Associate Portfolio Manager at Wealthsimple with a background in business development and client experience in financial services.
Title and Current Employment
Richard Johansen currently serves as an Associate Portfolio Manager at Wealthsimple. He began this role in 2022 and operates out of Toronto, Ontario, Canada.
Previous Roles at Wealthsimple
Richard Johansen has held multiple roles at Wealthsimple, showcasing his career progression within the company. Before becoming an Associate Portfolio Manager, he worked as a Business Development Manager from 2021 to 2022 and as a Client Experience Associate from 2019 to 2021.
Financial Services Career Path
Richard Johansen has a diverse background in financial services. He briefly served as a Private Wealth Associate at Investment Planning Counsel - Corporate Branch in 2019 and as a Financial Planning Associate at Mowbray Wright Financial Services Inc. in the same year. Earlier in his career, he worked as a Financial Advisory Analyst at Deloitte in Vancouver in 2018.
Early Career and Entrepreneurship
Richard Johansen has also demonstrated entrepreneurial spirit and leadership in his early career. In 2017, he was the Owner/Operator at Student Works Painting in London, Ontario. Additionally, he has experience in supervisory roles, such as his time as a Supervisor at Hazcon Demolition in Vancouver from 2015 to 2016.
Education and Professional Qualifications
Richard Johansen studied at Western University, where he completed his Bachelor of Management and Organizational Studies with Honors Specialization in Finance from 2015 to 2019. He is also a CFA Level 3 Candidate, indicating advanced knowledge and expertise in investment management.
Skill Set and Career Progression
Richard Johansen has a background in both business development and client experience, showcasing a diverse skill set in financial services. His transition from a role in business development to portfolio management at Wealthsimple highlights his career progression and adaptability within the industry.