Sam Richardson Email & Phone Number | WHAT WE DO: Our mission is to empower individuals to make informed financial decisions and achieve their financial goals through personalized financial planning, education, and guidance. Combining over 15 years of experience with the extensive resources at Raymond James to deliver comprehensive financial planning and investment management services tailored to the unique needs of highly successful individuals, their families, and businesses as their financial situations evolve over time. Acting as your guide, we will help you to avoid common financial and investment pitfalls and missteps that can easily steer you off track. WHO WE HELP: We partner with successful individuals and families within 10-15 years of retirement, including, but not limited to: - Professionals - Business Owners - Executives - Accountants - High Net Worth Families and Foundations HOW OUR PROCESS WORKS: Our proven process starts with understanding your financial situation and goals through our personalized financial planning program. This involves sitting down and listening to your needs and goals, and then helping you visualize the effects of different personal financial planning and investment strategies on achieving those goals through creating a comprehensive, personal financial plan. From this discovery experience, we feel we develop a deep understanding of your needs, not just as investors but as individuals. We then tailor an investment strategy to the financial plan generated with the sole aim of helping you achieve your objectives in a manner you are comfortable with and confident in. WHAT MAKES US DIFFERENT: We always put the best interest of our clients before anything else, including ourselves. Treating each client as we would our own family. READY TO GET ON TRACK? Reach out to me directly here on LinkedIn, email me at srichardson@3macs.com, or call me directly at (416)-597-7941. Book a call here: https://calendly.com/catchupchat/15-min Disclaimers: http://bit.ly/1nspoNn https://bit.ly/2OBLFt9 /*********/ Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNn Raymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

Sam Richardson

WHAT WE DO: Our mission is to empower individuals to make informed financial decisions and achieve...
Toronto, Toronto, Canada

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Sam Richardson’s Email sam.richardson@raymondjames.ca

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Sam Richardson’s Location Toronto, Toronto, Canada

Sam Richardson’s Current Industry 3macs A Division Of Raymond James

Sam Richardson’s Prior Industry Scotiamcleod

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Work Experience

3macs A Division Of Raymond James

Investment Advisor and Associate Portfolio Manager

2011-10-01 00:00:00 - Present

Scotiamcleod

Investment Advisor Associate

2008-06-01 00:00:00 - 2011-10-01 00:00:00

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FAQ About Sam Richardson

Sam Richardson is located at
Toronto, Toronto, Canada

Sam Richardson is a WHAT WE DO: Our mission is to empower individuals to make informed financial decisions and achieve their financial goals through personalized financial planning, education, and guidance. Combining over 15 years of experience with the extensive resources at Raymond James to deliver comprehensive financial planning and investment management services tailored to the unique needs of highly successful individuals, their families, and businesses as their financial situations evolve over time. Acting as your guide, we will help you to avoid common financial and investment pitfalls and missteps that can easily steer you off track. WHO WE HELP: We partner with successful individuals and families within 10-15 years of retirement, including, but not limited to: - Professionals - Business Owners - Executives - Accountants - High Net Worth Families and Foundations HOW OUR PROCESS WORKS: Our proven process starts with understanding your financial situation and goals through our personalized financial planning program. This involves sitting down and listening to your needs and goals, and then helping you visualize the effects of different personal financial planning and investment strategies on achieving those goals through creating a comprehensive, personal financial plan. From this discovery experience, we feel we develop a deep understanding of your needs, not just as investors but as individuals. We then tailor an investment strategy to the financial plan generated with the sole aim of helping you achieve your objectives in a manner you are comfortable with and confident in. WHAT MAKES US DIFFERENT: We always put the best interest of our clients before anything else, including ourselves. Treating each client as we would our own family. READY TO GET ON TRACK? Reach out to me directly here on LinkedIn, email me at srichardson@3macs.com, or call me directly at (416)-597-7941. Book a call here: https://calendly.com/catchupchat/15-min Disclaimers: http://bit.ly/1nspoNn https://bit.ly/2OBLFt9 /*********/ Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNn Raymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com