About the Candidate
Richardson Wealth Limited
Richardson Wealth is the first wealth management firm in Canada to be accredited by the Centre of Fiduciary Excellence (CEFEX). The certification applies to its Separately Managed and Portfolio Management Account platforms. From the firm's inception, Richardson has taken its role as fiduciary seriously and is committed to serving the best interests of its clients.
Richardson Wealth 是加拿大第一家获得信托卓越中心 (CEFEX) 认证的财富管理公司。 该认证适用于其单独管理和投资组合管理账户平台。 从公司成立之初，就认真对待其作为受托人的角色，并致力于为客户的最大利益服务。
Guinness Tower, 1055 West Hastings Street Suite 2200, Vancouver, British Columbia V6E 2E9
604-640-0400Company Philosophy: Increasing wealth involves more than just investments and portfolio management, both of which are very important. It requires a holistic wealth management strategy and approach. It is not prescribed in any way; it starts with a wealth plan.
公司理念：增加财富不仅仅是投资和投资组合管理。尽管这两者都非常重要，但仅考虑这两者是远远不够的。 它需要一个整体的财富管理战略和方法。 它没有以任何方式规定； 它从财富计划开始。
Services:
Business owners
Estate planning
Insurance
Investor strategies
Retirement planning
Suddenly single
Tax savings strategies
Women and wealth journey
服务：
企业主
遗产规划
保险
投资者策略
退休规划
突然单身
节税策略
女性与财富之旅
official website: https://www.richardsonwealth.com/