Report on Business

The Globe and Mail
Les meilleurs conseillers en patrimoine de chaque province en 2022

Patrimoine Richardson est honorée d’annoncer que 32 de ses conseillers ont été nommés au classement 2022 des meilleurs conseillers en patrimoine de chaque province selon le Report en business du Globe and Mail. Lire la suite

Report on Business. 2022 SHOOK Canada's Top Wealth Advisors. Best in Province.

Joseph Bakish

Joseph Bakish

CLU®, CHS, TEP, BSc, FCSI®, CFA®

Conseiller en gestion de patrimoine principal, Gestionnaire de portefeuille

Pointe-Claire, Québec

Cielo Carin

B.Comm., CIMA®, CIM®, FCSI®

Gestionnaire de portefeuille, Conseiller en patrimoine, Conseillère en placement

Montréal, Québec

Marc Dalpé

Gestionnaire de portefeuille, Conseiller en placement

Montréal, Québec

Antoine Niding

Conseiller en placement

Montréal, Québec

Mark Tetrault

CIM®, BBA, PFP

Conseiller en placement principal, Conseiller en gestion de patrimoine

Pointe-Claire, Québec

Rob Campbell

CIM, CA, CPA

Portfolio Manager, Investment Advisor

Edmonton, Alberta

Rahim Chatur

CFA®, DMS, B.Comm.

Senior Investment Advisor, Senior Portfolio Manager

Calgary, Alberta

Tim Conlin

Tim Conlin

CFA®, CPA, CA, B.Comm.

Portfolio Manager, Investment Advisor

Calgary, Alberta

Marshall Drozduk

CFP®, CIM®, FCSI®, RRC®

Senior Wealth Advisor, Portfolio Manager

Calgary, Alberta

Brad Gustafson

B.Sc., CIM®, CFP®

Portfolio Manager, Investment Advisor

Calgary, Alberta

Brad Hunter

CA, CFP®, CIM

Portfolio Manager, Investment Advisor

Calgary, Alberta

Tricia Leadbeater

CFA®

Senior Investment Advisor, Portfolio Manager

Calgary, Alberta

Jeffrey Mackie

M.Eng.

Senior Investment Advisor, Senior Portfolio Manager

Calgary, Alberta

Kathy McMillan

RFP, CFP®, CFDS, CIM®, CeFT®

Wealth Advisor, Investment Advisor, Associate Portfolio Manager

Calgary, Alberta

Susan O'Brien

CIM®, PFP®, FCSI®, B.Comm.

Senior Wealth Advisor

Calgary, Alberta

Neil Kumar

CIM®, FEA

Senior Portfolio Manager, Senior Investment Advisor

Vancouver, British Columbia

Rory O'Connor

CIM

Senior Portfolio Manager, Senior Investment Advisor

Vancouver, British Columbia

Greg Phillips

B.Comm. (Hons), CIM®, FCSI®, FMA

Portfolio Manager, Investment Advisor

Vancouver, British Columbia

Tyler Steele

CFA®, FEA, B.A.

Senior Portfolio Manager, Senior Investment Advisor

Vancouver, British Columbia

Benji Miles

B.COMM. (HONS.), CFP®, CIM®

Senior Wealth Advisor, Senior Portfolio Manager

Winnipeg, Manitoba

Fred Banwell

B.A., CFP®, CIM®

Portfolio Manager, Investment Advisor

North York, Ontario

Ty Cooke

CFP, CIM®, CIWM, FCSI®, FMA, RRC

Senior Investment Advisor, Senior Wealth Advisor, Senior Portfolio Manager

Burlington, Ontario

Andrew Feindel

CFA, CFP®, CLU, CSWP, CIM, FMA, CSA®, FCSI®, HBA (Ivey)

Portfolio Manager, Senior Wealth Advisor, Senior Investment Advisor

Toronto, Ontario

Alexandra Horwood

CIM®

Senior Portfolio Manager, Senior Investment Advisor

Toronto, Ontario

Rosemary Horwood

Portfolio Manager, Investment Advisor

Toronto, Ontario

Ida Khajadourian

CIM®, CAIA®, FMA

Senior Portfolio Manager, Senior Investment Advisor

Toronto, Ontario

Craig A. Machel

CIM®, FMA

Senior Portfolio Manager, Senior Investment Advisor

Toronto, Ontario

Diana Orlic

CFP®, CIM®, CIWM, FMA

Senior Investment Advisor, Senior Wealth Advisor, Senior Portfolio Manager

Burlington, Ontario

Simon Partington

CFP®, CIM®, CFP®,

Senior Wealth Advisor, Portfolio Manager

Toronto, Ontario

Tim Pritchard

FEA, CSWP

Senior Portfolio Manager, Senior Wealth Advisor

Toronto, Ontario

Kyle Richie

Senior Wealth Advisor, Senior Investment Advisor

Toronto, Ontario