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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
Joseph Bakish
CLU®, CHS, TEP, BSc, FCSI®, CFA®
Gestionnaire de portefeuille, Conseiller en placement
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, 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.
Portfolio Manager, Investment Advisor
Calgary, Alberta
Tim Conlin
CFA®, CPA, CA, B.Comm.
Portfolio Manager, Investment Advisor
Calgary, Alberta
Marshall Drozduk
CFP®, CIM®, FCSI®, RRC®
Portfolio Manager, Investment Advisor
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®
Portfolio Manager, Investment Advisor
Calgary, Alberta
Jeffrey Mackie
M.Eng.
Portfolio Manager, Investment Advisor
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.
Wealth Advisor, Investment Advisor
Calgary, Alberta
Neil Kumar
CIM®, FEA
Portfolio Manager, Investment Advisor
Vancouver, British Columbia
Rory O'Connor
CIM
Portfolio Manager, 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.
Portfolio Manager, Investment Advisor
Vancouver, British Columbia
Benji Miles
B.COMM. (HONS.), CFP®, CIM®
Wealth Advisor, Portfolio Manager, Investment Advisor
Winnipeg, Manitoba
Fred Banwell
B.A., CFP®, CIM®
Portfolio Manager, Investment Advisor
North York, Ontario
Ty Cooke
CFP, CIM®, CIWM, FCSI®, FMA, RRC
Wealth Advisor, Investment Advisor, Portfolio Manager
Burlington, Ontario
Andrew Feindel
CFA, CFP®, CLU, CSWP, CIM, FMA, CSA®, FCSI®, HBA (Ivey)
Portfolio Manager, Investment Advisor
Toronto, Ontario
Alexandra Horwood
CIM®
Portfolio Manager, Investment Advisor
Toronto, Ontario
Rosemary Horwood
Portfolio Manager, Investment Advisor
Toronto, Ontario
Ida Khajadourian
CIM®, CAIA®, FMA
Portfolio Manager, Investment Advisor
Toronto, Ontario
Craig A. Machel
CIM®, FMA
Portfolio Manager, Investment Advisor
Toronto, Ontario
Diana Orlic
CFP®, CIM®, CIWM, FMA
Portfolio Manager, Wealth Advisor, Investment Advisor
Burlington, Ontario
Simon Partington
CFP®, CIM®, CFP®,
Wealth Advisor, Portfolio Manager, Investment Advisor
Toronto, Ontario
Tim Pritchard
FEA, CSWP
Portfolio Manager, Investment Advisor, Wealth Advisor
Toronto, Ontario
Kyle Richie
Investment Advisor
Toronto, Ontario