Cliff Richardson, Cim, Cfp

Cliff Richardson, Cim, Cfp Email and Phone Number

Partner at Innova Wealth @ Innova Wealth Partners
Cliff Richardson, Cim, Cfp's Location
Sudbury, Ontario, Canada, Canada
Cliff Richardson, Cim, Cfp's Contact Details

Cliff Richardson, Cim, Cfp work email

Cliff Richardson, Cim, Cfp personal email

n/a

Cliff Richardson, Cim, Cfp phone numbers

About Cliff Richardson, Cim, Cfp

Helping clients build, protect and manage their wealth so it is there not only for them to enjoy but for generations to follow.

Cliff Richardson, Cim, Cfp's Current Company Details
Innova Wealth Partners

Innova Wealth Partners

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Partner at Innova Wealth
Cliff Richardson, Cim, Cfp Work Experience Details
  • Innova Wealth Partners
    Managing Partner, Insurance & Financial Planning
    Innova Wealth Partners Mar 2019 - Present
    Sudbury, On
    View
  • Sudbury Indoor Tennis Centre
    President, Volunteer
    Sudbury Indoor Tennis Centre Nov 2017 - Present
    Sudbury, On
    View
  • Northern Ontario Angels
    Consultant
    Northern Ontario Angels May 2020 - May 2024
    Greater Sudbury, Ontario, Canada
    Helping Foster Innovation and Economic Growth right here in the North by connecting Angel Investors with some of our brightest Northern Onatrio startups.
    View
  • Wealthmd
    Certified Financial Planner
    Wealthmd Nov 2016 - Feb 2019
    Sudbury
  • Dibrina Sure Group
    Certified Financial Planner
    Dibrina Sure Group Jul 2012 - Nov 2016
    Sudbury
    Helping business owners and professionals make informed financial decisions.
    View
  • Hsn Volunteer Association
    President, Board Of Directors
    Hsn Volunteer Association May 2007 - Jun 2016
    Sudbury
    Mission - Partnering with Health Sciences North to create a healthy community by recruiting and retaining volunteers, fundraising to support health initiatives, and facilitating the education of health care professionals.Vision -Volunteers…leading contributors and fundraisers enabling world-class health care in our community.
  • Investors Group
    Senior Financial Consultant
    Investors Group Jul 2005 - Jul 2012
    Sudbury, On
    View

Cliff Richardson, Cim, Cfp Skills

Estate Planning Financial Planners Financial Planning Critical Illness Finance Retirement Planning Wealth Management Small Business Certified Financial Planner Pensions Wealth Accumulation Financial Services Strategic Financial Planning Investments Financial Analysis Retirement Mutual Funds Financial Advisory Personal Finance Disability Insurance Investment Strategies Insurance Tax Risk Management Mortgage Lending Portfolio Management Long Term Care Employee Benefits Fundraising Wealth Retirement Savings Investment Advisory Business Planning Cash Management Recruiting Holistic Financial Planning Forecasting Income Protection Corporate Tax Succession Planning Income Tax Accounting Segregated Funds

Cliff Richardson, Cim, Cfp Education Details

Frequently Asked Questions about Cliff Richardson, Cim, Cfp

What company does Cliff Richardson, Cim, Cfp work for?

Cliff Richardson, Cim, Cfp works for Innova Wealth Partners

What is Cliff Richardson, Cim, Cfp's role at the current company?

Cliff Richardson, Cim, Cfp's current role is Partner at Innova Wealth.

What is Cliff Richardson, Cim, Cfp's email address?

Cliff Richardson, Cim, Cfp's email address is hb****@****oup.com

What is Cliff Richardson, Cim, Cfp's direct phone number?

Cliff Richardson, Cim, Cfp's direct phone number is (404) 926*****

What schools did Cliff Richardson, Cim, Cfp attend?

Cliff Richardson, Cim, Cfp attended Laurentian University/université Laurentienne.

What skills is Cliff Richardson, Cim, Cfp known for?

Cliff Richardson, Cim, Cfp has skills like Estate Planning, Financial Planners, Financial Planning, Critical Illness, Finance, Retirement Planning, Wealth Management, Small Business, Certified Financial Planner, Pensions, Wealth Accumulation, Financial Services.

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