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, CIM CFP CGA TEP
Investment Advisor
Registered with PEAK Securities Inc.

News

Contact us

2263 Princess Street, (at Sydenham Road)
Kingston, ON K7M 3G1
Phone: 1-613-546-7017
Fax: 1-613-546-1223
Toll Free: 1-866-846-7325

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