Richardson Wealth
Elizabeth Pires-Velez, CPA, CA has over 16 years of work experience in finance and tax. Elizabeth is currently working as the Director of Finance & Tax at Richardson Wealth since December 2019. Prior to that, they held the position of Vice President of Tax at GMP Securities from March 2015 to December 2019. Elizabeth also worked as a Senior Manager of Tax at GMP Securities from October 2010 to March 2015. Elizabeth served as a Tax Manager at Primus Telecommunications Canada Inc. from May 2009 to October 2010. Elizabeth began their career at PricewaterhouseCoopers LLP as a Senior Associate from September 2003 to April 2009.
Elizabeth Pires-Velez, CPA, CA has a diverse education background. Elizabeth obtained their Bachelor of Commerce degree with a major in Accounting and a minor in Finance from Ryerson University in 2003. Elizabeth then went on to complete the Chartered Accountant program from Chartered Professional Accountants of Canada (CPA Canada) in 2006. Elizabeth further enhanced their expertise by completing the Indepth Tax Course Parts I, II, and III offered by CPA Canada from 2006 to 2011. In 2020, they obtained the Partners, Directors and Senior Officers Course (PDO) from the Canadian Securities Institute. Elizabeth also holds the certifications of Chartered Accountant and Chartered Professional Accountant, both obtained from CPA Canada.
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Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.