As a professional financial planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
For close to two decades Margaret has been working in the investment industry. Margaret holds the professional designation of Certified Financial Planner (CFP) as well as life insurance qualifications and has the designations of CLU and CHS. She is an active member of Advocis and other financial institutions that require continuing education on an annual basis.
She works closely with Legal, Accounting and Real Estate professionals to assist in areas outside of her expertise. As an independent financial planner working under Richards Financial she is able to analyze and advise on a diverse array of financial products. She utilizes FundEX Investments Inc. as her back office for investments and HUB International for insurance products.
Margaret works with a wide range of clients in many different areas but her special interest lies in helping women not only achieve their goals but in educating women to take control of their future financial well-being.
Mutual Funds provided through FundEX Investments Inc.