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Ann Richards is listed as Principal Consultant at Double R Consulting Group at Double R Consulting Group, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Ann Richards.
Ann Richards previously worked as Principal Consultant at Double R Consulting Group and Portfolio Manager with The Deeks Financial Group at CIBC Wood Gundy at Cibc Wealth Management. Ann Richards holds Cpa, C.A., Accounting from Cica.
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AeroLeads found 1 current-domain work email signal for Ann Richards. Compare company email patterns before reaching out.
With more than 35 years experience in corporate and personal finance, I have expertise in all aspects of account management and sales training, practice management and customer experience, backed by technical accounting, tax, and investment qualifications. I specialize in the wealth management and real estate industries.
Listed skills include Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, and 17 others.
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Toronto, Canada
Providing expertise in Practice Management, Customer Experience, Business Processes, Account Management and Sales Training in Industries such as Wealth Management, Investments, Real Estate, and Condominiums
Toronto, Canada Area
I advise Canadian investors with expert and comprehensive financial guidance, including tax advice, investment recommendations, and financial plans.
Toronto, Canada Area
As a Wealth Manager in a full service brokerage firm, I provide financial advisory and investment services to professionals, executives, and retirees. Clients experience an improved financial situation through effective tax planning, optimal asset allocation, and thorough planning.
Based in Sydney, Australia, I was the Regional Internal Auditor for Australia and New Zealand. In September 1993, I transferred to Toronto as an Accounting Manager. I left in spring 1994 to join CIBC Wood Gundy.
I travelled around the world to Intercon locations, as a "secret shopper.
Activities and Societies: President, Physics Society
Quick answers generated from the profile data available on this page.
Ann Richards works for Double R Consulting Group.
Ann Richards is listed as Principal Consultant at Double R Consulting Group at Double R Consulting Group.
AeroLeads has found 1 work email signal at @cibc.ca for Ann Richards at Double R Consulting Group.
Ann Richards is based in Toronto, Ontario, Canada while working with Double R Consulting Group.
Ann Richards has worked for Double R Consulting Group, Cibc Wealth Management, Cibc, Cibc Wood Gundy, and Cibc World Markets.
You can use AeroLeads to view verified contact signals for Ann Richards at Double R Consulting Group, including work email, phone, and LinkedIn data when available.
Ann Richards holds Cpa, C.A., Accounting from Cica.
Ann Richards is listed with skills including Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, and Personal Pensions.
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