Member

Richard Predham

Ottawa

Impact Financial Planning Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Richard Predham

Member Bio

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Originally from St. John's, Newfoundland, Richard Predham has been in the financial services industry for 15 years since obtaining his business degree. Richard has worked in various personal financial planning and business advisory roles throughout Canada with large financial institutions for his entire career. ​Richard created Impact Financial Planning as a way to provide clients education and financial planning on a fixed fee basis, promoting low cost investing outside of the standard high fee models currently offered by most wealth management companies in Canada. He is a Certified Financial Planner® (CFP®) professional. These professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession. When not working, Richard enjoys travelling, watching movies, board games, golf and spending time with his wife Katie, son Jake, and daughter Ava.

Originally from St. John's, Newfoundland, Richard Predham has been in the financial services industry for 16 years since obtaining his business degree.

Richard has worked in various personal financial planning and business advisory roles throughout Canada with large financial institutions for his entire career.

​Richard created Impact Financial Planning as a way to provide clients education and financial planning on a fixed fee basis, promoting low cost investing outside of the standard high fee models currently offered by most wealth management companies in Canada.

He is a Certified Financial Planner® (CFP®) professional. These professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession.

When not working, Richard enjoys travelling, watching movies, board games, golf and spending time with his wife Katie, son Jake, and daughter Ava.

Specializations

No items found.

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

CIFPs

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Newfoundland and Labrador
Nova Scotia
Ontario
Yukon
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