Eric S. Richards, PFP

Investment Advisor

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Products and Services

Financial Management Planning and Advisory Services

  • Investment Portfolio Management
  • Retirement Planning
  • Estate Planning*
  • Cash Flow Management
  • Risk Management
  • Insurance*

Investments

  • Stocks
  • Income Trusts
  • Preferred Shares
  • New Issues
  • Private Placements
  • Flow-through Investments –  Tax Shelters
  • Bonds, Debentures, GICs
  • Mutual Funds
  • Hedge Funds
  • Indexes

Wealth Management Strategies

  • Retirement Compensation Arrangements
  • Individual Pension Plan
  • RRIF
  • Maximizing Portfolio Potential
  • Estate Bonds*
  • Using Trusts to Protect Your Asset

Additional Products and Services

  • RRSP, LIRA
  • TFSA
  • RRIF/LIF
  • Professionally Managed Accounts
  • Group RRSP plans
  • On-line account access
  • Investment accounts, Margin accounts
  • Fee based investment accounts
  • RESP
  • Investment Loans

* Offered through Canaccord Estate Planning Services Ltd.

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The information on this web site is intended for use by persons resident and located in Nova Scotia, Ontario, Quebec, New Brunswick, Newfoundland and Labrador, Alberta only.

Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.