Marie Richardson offers financial consulting and investment advisory services to the residents of Ontario


Peak Client login

FONT: A- A+
HOME PAGE
ABOUT US
SERVICES
CONTACT US
MEETING REQUEST
"I have designed my website to provide information about my Wealth Management practice and the unique services that I provide. I believe choosing any professional advisor should be done with care. A good 'personal fit' is as important as having technical skills and knowledge"
[Proof of Certifications]
  Information   Service Area   Community  
  Printer Friendly
Home Page > About Us > Welcome

Welcome

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.

News

VIEW OLDER NEWS ITEMS

Contact us

City Place 1
Suite 302- 1471 John Counter Blvd
Kingston, ON K7M 8S8
Phone: 1-613-546-7017
Fax: 1-613-546-1223
Toll Free: 1-866-846-7325

For more details, click here



FONT: A- A+