Bill Richardson, Cim, Cfp
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Bill Richardson, Cim, Cfp Email & Phone Number

I help Professionals Grow and Protect their Wealth. at Harbourfront Wealth Management Inc.
Location: Midland, Ontario, Canada 2 work roles 2 schools
2 work emails found @harbourfrontwealth.com 2 phones found area 705 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email b****@harbourfrontwealth.com
Direct phone (705) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Harbourfront Wealth Management Inc.
Role
I help Professionals Grow and Protect their Wealth.
Location
Midland, Ontario, Canada
Company size
108 employees

Who is Bill Richardson, Cim, Cfp? Overview

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Quick answer

Bill Richardson, Cim, Cfp is listed as I help Professionals Grow and Protect their Wealth. at Harbourfront Wealth Management Inc., a with 108 employees, based in Midland, Ontario, Canada. AeroLeads shows a work email signal at harbourfrontwealth.com, phone signal with area code 705, and a matched LinkedIn profile for Bill Richardson, Cim, Cfp.

Bill Richardson, Cim, Cfp previously worked as Portfolio Manager at Harbourfront Wealth Management Inc. and Executive Financial Advisor at Investors Group Financial Services Inc.. Bill Richardson, Cim, Cfp holds Bachelor Of Arts (Hons), Mathematics & Geography from Mcmaster University.

Company email context

Email format at Harbourfront Wealth Management Inc.

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*@harbourfrontwealth.com
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AeroLeads found 2 current-domain work email signals for Bill Richardson, Cim, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Bill Richardson, Cim, Cfp

Bill is a Wealth Manager with over 20 years of experience, with a strong focus on helping professionals and their families transform their financial futures and achieve their personal financial goals with his unique approach tailored toward their needs. ►►► Are you a busy professional or business owner working hard to meet and exceed your career goals?

Listed skills include Retirement Planning, Investments, Financial Planners, Wealth Management, and 48 others.

Current workplace

Bill Richardson, Cim, Cfp's current company

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Harbourfront Wealth Management Inc.
Harbourfront Wealth Management Inc.
I help Professionals Grow and Protect their Wealth.
vancouver, british columbia, canada
Website
harbourfrontwealth.com
Employees
108
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Company profile
View company profile Email format
2 roles

Bill Richardson, Cim, Cfp work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Harbourfront Wealth Management Inc.

I am a CFP/CIM with 25 years of experience in financial and investment planning. My team and I write full financial plans as well as conducting discretionary portfolio management services. We don’t just take your money and invest it. We work with you to develop and implement a full financial plan from initial analysis to annual plans and reviews. We follow an 8-Step Wealth Management Process:Current Financial AnalysisIn-depth Goal Setting & Lifestyle PlanningWealth Plan — First DraftWealth Plan — Final DraftBack Tested Portfolio ConstructionEstate Preservation PlanningLiving & Testamentary Trusts, Etc.Annual Plan & Portfolio ReviewWe specialize in:Investment Management Estate and Tax Planning High-Level Investment Strategies Asset Protection and Tax Planning with the use of TrustsRetirement Planning Pension Style Asset Management Real Property Pools Computer Generated Retirement Income Audits Back-Tested Portfolio Analyses If you could sit down with a certified financial planner and get many of your questions answered without any pressure to buy anything, would that be of help to you? That's what my team and I do.

Aug 2014 - Present

Executive Financial Advisor

Investors Group Financial Services Inc.
Oct 1994 - Aug 2014
Team & coworkers

Colleagues at Harbourfront Wealth Management Inc.

Other employees you can reach at harbourfrontwealth.com. View company contacts for 108 employees →

BN Brittany Newman Brittany Newman Colleague at Harbourfront Wealth Management Inc.Abbotsford, British Columbia, Canada View → HK Harminder Kaur Harminder Kaur Colleague at Harbourfront Wealth Management Inc.Surrey, British Columbia, Canada View → MG Mylene Gelle Mylene Gelle Colleague at Harbourfront Wealth Management Inc.Greater Winnipeg Metropolitan Area, Canada View → SR Sean Ridd Sean Ridd Colleague at Harbourfront Wealth Management Inc.Winnipeg, Manitoba, Canada View → AM Adam Meyer Adam Meyer Colleague at Harbourfront Wealth Management Inc.Burlington, Ontario, Canada View → TS Tiffany Sandelovich Tiffany Sandelovich Colleague at Harbourfront Wealth Management Inc.Fort Frances, Ontario, Canada View → SM Sarah Mulder B. Comm (Hons.), Cpa, Cma, Cfp Sarah Mulder B. Comm (Hons.), Cpa, Cma, Cfp Colleague at Harbourfront Wealth Management Inc.Winnipeg, Manitoba, Canada View → DB David Bruce David Bruce Colleague at Harbourfront Wealth Management Inc.Toronto, Ontario, Canada View → RL Russell Landon Russell Landon Colleague at Harbourfront Wealth Management Inc.Markham, Ontario, Canada View → AB Andrei Baican, Cfa Andrei Baican, Cfa Colleague at Harbourfront Wealth Management Inc.Toronto, Ontario, Canada View →
2 education records

Bill Richardson, Cim, Cfp education

FAQ

Frequently asked questions about Bill Richardson, Cim, Cfp

Quick answers generated from the profile data available on this page.

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

Bill Richardson, Cim, Cfp works for Harbourfront Wealth Management Inc..

What is Bill Richardson, Cim, Cfp's role at Harbourfront Wealth Management Inc.?

Bill Richardson, Cim, Cfp is listed as I help Professionals Grow and Protect their Wealth. at Harbourfront Wealth Management Inc..

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

AeroLeads has found 2 work email signals at @harbourfrontwealth.com for Bill Richardson, Cim, Cfp at Harbourfront Wealth Management Inc..

What is Bill Richardson, Cim, Cfp's phone number?

AeroLeads has found 2 phone signal(s) with area code 705 for Bill Richardson, Cim, Cfp at Harbourfront Wealth Management Inc..

Where is Bill Richardson, Cim, Cfp based?

Bill Richardson, Cim, Cfp is based in Midland, Ontario, Canada while working with Harbourfront Wealth Management Inc..

What companies has Bill Richardson, Cim, Cfp worked for?

Bill Richardson, Cim, Cfp has worked for Harbourfront Wealth Management Inc. and Investors Group Financial Services Inc..

Who are Bill Richardson, Cim, Cfp's colleagues at Harbourfront Wealth Management Inc.?

Bill Richardson, Cim, Cfp's colleagues at Harbourfront Wealth Management Inc. include Brittany Newman, Harminder Kaur, Mylene Gelle, Sean Ridd, and Adam Meyer.

How can I contact Bill Richardson, Cim, Cfp?

You can use AeroLeads to view verified contact signals for Bill Richardson, Cim, Cfp at Harbourfront Wealth Management Inc., including work email, phone, and LinkedIn data when available.

What schools did Bill Richardson, Cim, Cfp attend?

Bill Richardson, Cim, Cfp holds Bachelor Of Arts (Hons), Mathematics & Geography from Mcmaster University.

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

Bill Richardson, Cim, Cfp is listed with skills including Retirement Planning, Investments, Financial Planners, Wealth Management, Finance, Retirement, Wealth, and Estate Planning.

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