About Us

Sound financial planning involves managing your assets now but keeping the future in mind.

Margaret Richards enjoys helping her clients with lifestyle planning today and identifying financial goals for the future by working out a customized financial plan and strategies to achieve those goals.

Margaret also networks closely with Legal, Accounting, and Real Estate professionals to assist in those areas outside of her expertise. She has no commercial ties to any investment or insurance company and therefore has no bias in recommending one product over another. She has conducted seminars for businesses and organizations showing them that proper planning and attention to financial circumstances can be of benefit to them in the long term.

Margaret works with all kinds of people in many different areas but her special interest is in helping women understand and achieve their financial goals.

Margaret’s credentials include:

• CFP (Certified Financial Planner) accreditation
• Canadian Securities Course
• Chartered Life Underwriter accreditation
• Broad work experience with Investors Group, Investment Planning Counsel plus teaching & training computing in the upper levels of academia.