Wealth Consultants

Adam C. Richard,

BA (Hons), CFP, RIS

I take pride in advising my clients in all aspects of their financial well being, utilizing my knowledge of the market and the products available to help them achieve their lifetime financial goals. Allow me to help you start developing a plan for your financial future, today.

Since 2007, Adam has provided financial planning and wealth management advice specifically tailored to each member's personal and professional needs and priorities. He will work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for. 

Let Adam help you with:

  • financial advice
  • investment strategies
  • retirement planning
  • education planning
  • disability savings planning
  • estate planning
  • portfolio development
  • goal Setting

Credentials

  • Bachelor of Arts (Hons)
  • Certified Financial Planner (CFP)
  • Responsible Investment Specialist (RIS)

Contact

Assiniboine Financial Group 
200-900 Harrow Street East 
204.258.3382 
arichard@assiniboine.mb.ca

Mutual funds and financial planning are offered through Credential Asset Management Inc. 

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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