The Financial Planning and Analysis team at Richardson Wealth is dedicated to providing strategic insights and comprehensive financial solutions to enhance client wealth management. This team collaborates with advisors to assess client needs, develop tailored financial plans, and conduct rigorous analysis to optimize investment strategies. Their expertise in tax, estate planning, and portfolio management ensures clients receive personalized, high-quality advice to grow and protect their financial future.
Alysha To
Senior Financial Planner, Tax ...
Brian Leung
Senior Financial Analyst
George Fisher
Senior Vice President, Portfol...
Jonathan MacLeod
Portfolio Manager & Branch Man...
Laura Eden
Senior Manager, Financial Plan...
Neil Bosch Cim Fcsi®
Director, Wealth Management, P...
Pascal Alonzo
Manager Financial Planning Sup...
Philip Francis
Senior Vice President, Portfol...
Ryan Knipfel
Senior Financial Planner - Tax...
Sean H.
Vice President, Tax & Estate P...
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