Portfolio Manager, Investment Advisor, Richardson Wealth
Mr. Porter’s personal and professional passions, beyond his role as an advisor, have led him down the path of executive leadership training, board governance and the value they provide. He brings experience serving on boards in both the private and non-profit sectors.
Mr. Porter joins RF Capital’s Board as a 20-year financial services veteran, specializing in family wealth plan design, portfolio construction, tax minimization strategies, and retirement, succession and estate planning. Together with his team, he manages $500 M in assets, serves 360 households, and is recognized for his client-centric approach, providing them with the education they need to actively participate in the investment decision making process.
Prior to joining Richardson Wealth in 2009, Mr. Porter was a partner and major shareholder of a private investment firm in Western Canada.
Mr. Porter is a graduate of the University of Alberta, a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®).