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]
    Printer Friendly
Home Page > Proof Of Certifications

Proof of Certifications

INVESTMENT ADVISOR LICENSE & CHARTERED INVESTMENT MANAGER (CIM)

Link: http://www.iiroc.ca/investors/knowyouradvisor/Pages/default.aspx

Note: search for FLORENCE MARIE RICHARDSON to find my listing in this database

INSURANCE LICENSE

Link: http://www5.fsco.gov.on.ca/alias2a/agents.aspx

TRUST AND ESTATE PRACTITIONER (TEP)

Link: http://www.step.org/for-the-public

CHARTERED PROFESSIONAL ACCOUNTANT (CPA, CGA) 

Link: http://www.cpaontario.ca/Public/MemDirectory/1008page5870.aspx

Note: search for RICHARDSON, MARIE to find my listing in this database

CERTIFIED FINANCIAL PLANNER (CFP)

Link: http://www.fpsc.ca/find-a-planner-certificant



FONT: A- A+