Richardson Wealth
Ryan Sumner began their work experience in 2004 as an Investment Analyst at Manulife Investments. Ryan later became the Manager of Investment Funds at the same company. In 2007, they joined Manulife Asset Management as the Manager of Product Development. Ryan then moved on to AGF Investments Inc. in 2008, where they served as the Director of Managed Assets, leading all aspects of AGF's retail Asset Allocation products. In 2012, they joined John Hancock Retirement Services as the Director of Investment Marketing and Product Development, responsible for all investment-related product development. From 2014 to 2015, they worked at Sentry Investments as the Director of Institutional Product Management. Ryan joined CST Consultants Inc. in 2016 as the Director of Product Development, contributing to the development of a new product and change management initiative. Currently, they are employed at Richardson Wealth as the VP of Products and Services.
Ryan Sumner CIM®, FCSI® attended the University of Guelph from 1996 to 2000, where they obtained a Bachelor of Arts (B.A.) (Hons) degree in Political Science and Government. Following that, they attended Humber College from 2000 to 2001 and earned a Marketing Management Diploma with a focus on Business and Personal/Financial Services Marketing Operations. Ryan Sumner CIM®, FCSI® also holds certifications from the Canadian Securities Institute (CSI), including the FCSI® designation.
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.