Rich Widdifield, Cfp® Email & Phone Number

• Sought-after speaker, presenter and educator in the areas of financial planning and philanthropy. Presents to and consults with audiences made up of entrepreneurs, professionals, professional athletes, families, philanthropists, and charities. • Senior Financial Planner, CFP® licensed with 25 years experience. Specializing in providing Financial Planning advice and strategies to High Net Worth Families, Business Owners, and Professionals. Recognized as a top consultant for families and individuals looking to make gifts to charity.• Mission is to help clients develop a clear path for their families – and where applicable, their business – to successfully navigate through all of life’s events, while still enjoying life today.Our clients often have complex needs, wishing to make smart decisions around money, mitigate taxes, plan for their families and heirs, and support the organizations in their community they care about.My wife Andrea and I believe strongly about giving back, and have set up our own family charitable foundation. As an active member in my community, I volunteer with a number of charities:• Member of the Executive of the Vancouver Chapter of the Canadian Association of Gift Planners.• Serves on the Golf Tournament Committee for the Delta Hospital and Community Health Foundation.• Sponsors the Delta Hospital and Community Health Foundation golf tournament. • Member of the House Committee at Beach Grove Golf Club.• Serves on the Management Board at the Assante West Pender Branch. Andrea and I reside in Tsawwassen, BC with our two rescue dogs, Palmer and Cali. We love to travel, especially to London, England to visit my stepdaughter, Kaela and her fiancée Sam. I am an avid runner who has run 4 marathons, including Boston, New York and Chicago. I am also a member at the Beach Grove Golf Club and Tunnel Town Curling Club in Tsawwassen. Andrea and I love to cook and learn about (and taste!!) wine and are Canucks season ticket holders (although I cheer for the Oilers when they come to town!!).I encourage you to visit my website for more information at: richwiddifield.com.

Listed skills include Mutual Funds, Insurance, Wealth Management, Finance, and 2 others.