Member

Richard Vetter

Metro Vancouver

WealthSmart Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Richard Vetter

Member Bio

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Specializations

Corporate Financial Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning

Designation(s)

CEA
CFP (Canada)
CIM

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Nova Scotia
Ontario
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