I offer financial consulting and investment advisory services to the residents of Ontario and British Columbia.
I work with prospective clients to help them define the services and supports they require. During that process I also share information on the service delivery model used in my practice.
With the benefit of this information both parties are generally in a good position to determine whether the prerequisites for developing a long-term professional relationship are present.
I provide information about my training, professional affiliations and experience. Assessing personal fit is best done by meeting in-person. I welcome those who may be interested to contact me for an initial consultation without cost or obligation.
Managing your Wealth is more than just the numbers!
Marie Richardson, CPA, CGA CIM CFP TEP
Branch Manager/Investment Advisor
Registered with PEAK Securities Inc.
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City Place 1
Suite 302- 1471 John Counter Blvd
Kingston, ON K7M 8S8
Toll Free: 1-866-846-7325
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