Ann Richards

Ann Richards Email and Phone Number

Principal Consultant at Double R Consulting Group @
Ann Richards's Location
Toronto, Ontario, Canada, Canada
Ann Richards's Contact Details

Ann Richards personal email

n/a
About Ann Richards

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.

Ann Richards's Current Company Details
Double R Consulting Group

Double R Consulting Group

Principal Consultant at Double R Consulting Group
Ann Richards Work Experience Details
  • Double R Consulting Group
    Principal Consultant
    Double R Consulting Group May 2019 - Present
    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
  • Cibc Wealth Management
    Portfolio Manager With The Deeks Financial Group At Cibc Wood Gundy
    Cibc Wealth Management Feb 2018 - Apr 2019
    Toronto, Canada Area
    I advise Canadian investors with expert and comprehensive financial guidance, including tax advice, investment recommendations, and financial plans.
    View
  • Cibc
    Investment Advisor
    Cibc Apr 1994 - Apr 2019
    Downtown Toronto
    View
  • Cibc Wood Gundy
    Investment Advisor And Portfolio Manager
    Cibc Wood Gundy Apr 1994 - Apr 2019
    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.
    View
  • Cibc World Markets
    Investment Advisor
    Cibc World Markets Apr 1994 - Apr 2019
    Downtown Toronto
    View
  • Digital Equipment Corporation
    Internal Auditor
    Digital Equipment Corporation 1992 - 1994
    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.
    View
  • Touche Ross Management Consultant
    Consultant
    Touche Ross Management Consultant 1987 - 1991
  • Intercontinental Hotels Group
    Travelling Accountant
    Intercontinental Hotels Group 1985 - 1987
    I travelled around the world to Intercon locations, as a "secret shopper.
    View
  • Deloitte Touche Llp
    Chartered Accountant
    Deloitte Touche Llp 1978 - 1983
  • Winspear Higgins Stevenson & Co
    Trainee Accountant
    Winspear Higgins Stevenson & Co 1978 - 1980

Ann Richards Skills

Financial Planning Investment Strategies Accounting Estate Tax Planning Insurance Financial Analysis Employee Benefits Personal Pensions Individual Pension Plans Retirement Planning Personal Financial Planning Strategic Financial Planning Estate Planning Discretionary Asset Management Portfolio Management Mutual Funds Retirement Asset Allocation Wealth Investments Wealth Management

Ann Richards Education Details

Frequently Asked Questions about Ann Richards

What company does Ann Richards work for?

Ann Richards works for Double R Consulting Group

What is Ann Richards's role at the current company?

Ann Richards's current role is Principal Consultant at Double R Consulting Group.

What is Ann Richards's email address?

Ann Richards's email address is an****@****cibc.ca

What schools did Ann Richards attend?

Ann Richards attended Cica, The University Of British Columbia, West Vancouver Secondary School.

What are some of Ann Richards's interests?

Ann Richards has interest in Education, Economic Empowerment.

What skills is Ann Richards known for?

Ann Richards has skills like Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial Planning, Strategic Financial Planning.

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