Richie Group Private Wealth Management - Canada
Best in Money Management – Canada
At Richie Group Private Wealth Management, we focus on the areas of investment strategies and unique tax and estate planning strategies for medical/dental professionals, high-net worth and ultra-high net worth individuals and their families.
The foundation of our business is based on establishing successful relationships and exceptional client service. Our practice is comprised predominantly of doctors, dentists, and high net worth families. The concentrated focus on this exclusive group allows us to have an unparalleled understanding of the investment, tax, and risk management strategies required to create a successful wealth plan for each client.
Tax planning and tax minimization are key components of the financial plan for many clients. As part of an integrated and comprehensive wealth plan, we explore strategies to create a unique and successful wealth program tailored to each client.
Andrew Feindel CFA CFP CLU FMA CIM CPCA FCSI CIWM HBA (Ivey)
Chartered Financial Analyst | Ch.P Strategic Wealth | Certified Financial Planner | Author
2800-145 King Street West Toronto, ON M5H 1J8
Direct Line: (416) 860-1668 Ext 272 Fax: (416) 860-1478
Group Website: www.wealthydoctor.ca