Brent Richardson, Certified Financial Planner (CFP)
877-248-9210
Why Brent Richardson, CFP
In a word: Value. But what do you value most?
Buying a home? Running a business? Knowing you'll have enough to retire comfortably?
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We will discover what you value, and deliver a custom financial plan at the lowest fees in Canada.
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We offer Free unbiased financial plans, and if you think we're a good fit, a 1% total ongoing management fee including investment fees (in partner with CI Financial), income tax preparation, significant mortgage rate discounts, and goals based planning.
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Its almost half the cost of the Banks and traditional Investment Advisors, with double the service.
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My Resume
Why should you hire me?
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Afterall, when anyone applies for important, long term employment, there needs to be a good review. There's no difference when selecting the right Financial Planer. Here is what I can offer:
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Story:
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When I was 8 years old I asked my parents for pretty much everything. My dad taught me that if I wanted all these things, I needed to learn how to invest, So he showed me the news papers and how stocks traded. He also helped me by shares of McDonalds (over 30 years ago) which are now up more than 10,000%. I still hold these shares today.
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The idea of investing long term to attain my goals has been with me almost as long as I can remember, with such a powerful force that I have dedicated my career to helping others get ahead too. There is nothing more fulfilling to me, than helping my family and your family, get ahead with proven, low cost Financial Planning and investing strategies.
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See how I work to fulfill this commitment below:
Plan Fulfillment
To provide the best Financial Planning value in Canada is a pretty big claim. We have not seen a 1% total investment/ planning fee that has offered the same comprehensive service as follows:
Retirement and Goals Planning
Peace of Mind and Condence
When it comes to your major goals including retirement, education planning, and other important life goals, we apply proven low cost index-based investment strategies for optimal returns. In partner with CI Financial, we're dedicated to helping you achieve your goals.
Income Tax Preperation
Tax Planning and Optimization
Offering professional income tax preparation/planning. Our goal is not only to save you $100 - $200 annually on income tax preparation. But to understand your finances intimately to provide the best tax advice, and to be an easy, centralized resource.
Mortgage Management and Interest Reduction
Less Interest, More Wealth
In addition to 8 years experience as a CFP, Brent has extensive experience as a Mortgage Broker and owns licensed Mortgage Brokerage, Altrua Financial Inc. Our Financial Planning clients get exclusive low rates and integrated mortgage solutions to save on interest and income taxes.
Success Stories
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Seth Burton
Contact me to find
your way to a happier financial future
290 King St E Suite 125, Kitchener, ON N2G 2L3 (serving Canada)