Phil Richmond

Phil Richmond Email and Phone Number

Senior Portfolio Manager. Senior Investment Advisor, CIM at Richardson Wealth @ Richardson Wealth
Toronto, ON, CA
Phil Richmond's Location
Toronto, Ontario, Canada, Canada
Phil Richmond's Contact Details

Phil Richmond work email

Phil Richmond personal email

n/a
About Phil Richmond

Everybody is different - and everybody has their own plan. It’s my privilege to help people realize their plans with two key tools:1) a practical, personal wealth Plan, and2) a well-executed, top ranked investment strategy.The best thing we can do for you is to NOT BE AVERAGE. In the last 5 years, we have aimed (successfully) for the top 5% of peer performance – and the bottom 5% of peer risk. Don’t settle for average : reach your plans … sooner.Richmond | Goodman Wealth Management applies over 25 years of experience to managing discretionary investment portfolios for private investors, family offices, and small institutions.

Phil Richmond's Current Company Details
Richardson Wealth

Richardson Wealth

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Senior Portfolio Manager. Senior Investment Advisor, CIM at Richardson Wealth
Toronto, ON, CA
Website:
RichardsonWealth.com
Employees:
941
Phil Richmond Work Experience Details
  • Richardson Wealth
    Senior Portfolio Manager. Senior Investment Advisor, Cim At Richardson Wealth
    Richardson Wealth
    Toronto, On, Ca
    View
  • Richardson Wealth
    Cim. Portfolio Manager. Investment Advisor
    Richardson Wealth Jun 2005 - Present
    Financial Advisor , Richmond | Goodman Wealth ManagementI help individuals and families achieve their immediate and long-term objectives by creating custom financial solutions. As the primary relationship manager I help develop and drive tax efficient equity strategies and fixed income portfolios, strategic asset management, retirement planning, and multi-generational family wealth planning. Advice matters. Recent Success Include:Helped a client better prepare for retirement - and for her dependent child's future by reducing investment portfolio risk and better downside protection. Continue to plan and address inter-generational transition details.Worked with a successful medical doctor to prepare and structure family resources in light of new passive income legislation, and for retirement and family succession .
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  • First Associates Asset Management (Barometer Capital)
    Partner And Relationship Manager
    First Associates Asset Management (Barometer Capital) Jun 2002 - Jun 2005
  • Td Waterhouse (Evergreen)
    Investment Advisor
    Td Waterhouse (Evergreen) Dec 1995 - Jun 2002
  • Retirement Counsel Of Canada
    Financial Planner
    Retirement Counsel Of Canada Mar 1992 - Dec 1995

Phil Richmond Skills

Investments Wealth Management Portfolio Management Charitable Foundations Families Living With Disabilities Financial Analysis Financial Planning Fixed Income Investment Strategies

Phil Richmond Education Details

Frequently Asked Questions about Phil Richmond

What company does Phil Richmond work for?

Phil Richmond works for Richardson Wealth

What is Phil Richmond's role at the current company?

Phil Richmond's current role is Senior Portfolio Manager. Senior Investment Advisor, CIM at Richardson Wealth.

What is Phil Richmond's email address?

Phil Richmond's email address is ph****@****gmp.com

What schools did Phil Richmond attend?

Phil Richmond attended Queen's University, Upper Canada College.

What skills is Phil Richmond known for?

Phil Richmond has skills like Investments, Wealth Management, Portfolio Management, Charitable Foundations, Families Living With Disabilities, Financial Analysis, Financial Planning, Fixed Income, Investment Strategies.

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