Richard Vetter
Senior Financial Advisor at WealthSmart Incorporated- Claim this Profile
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English Native or bilingual proficiency
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German Limited working proficiency
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Bio
John Page
I had the opportunity to work up close with Richard a few years ago, and to see the level of services that he performs for his clients. A few things struck me. Richard is very passionate about what he does for people. Diligent also comes to mind. He will always go the extra mile to do it right. Integrity is a word that is sometimes over-used, but in Richard's case it's a perfect word. He is a man of real integrity. Because of my position I know hundreds of top financial advisors from across Canada. I can honestly say there is no one that I would recommend ahead of Richard. I know he will serve you well. John Page, CFP, R.F.P., RFC Founder of the Wealth Enhancement Academy
Rupert Whiting
I got Richard onboard as my Financial Advisor and Wealth Manager in 2011 because he brings a consistently low-key approach to an industry that is full of fluff and over-promises. He explains why he invests money as he does and it made sense to me albeit totally counter cultural and against my previously ignorant preferences. I think that a team member should bring something new to the table and in Richard we have a steadiness and a patience that I have not had before. I am very pleased by the returns since we invested and they outstrip the returns that I am getting from other locked-in investments with a supposedly higher risk profile.
Marcus da Silva
Richard is a detailed oriented person drilling down to as much detail of your finances and expenses as you may wish to share to give you a total cost benefit analysis of the best investment approach. Richard leaves no stone unturned and is very concientious of your needs and what risk factor that you are willing to deploy for the maximum return on your money. Two thumbs up - highly recommended!
John Page
I had the opportunity to work up close with Richard a few years ago, and to see the level of services that he performs for his clients. A few things struck me. Richard is very passionate about what he does for people. Diligent also comes to mind. He will always go the extra mile to do it right. Integrity is a word that is sometimes over-used, but in Richard's case it's a perfect word. He is a man of real integrity. Because of my position I know hundreds of top financial advisors from across Canada. I can honestly say there is no one that I would recommend ahead of Richard. I know he will serve you well. John Page, CFP, R.F.P., RFC Founder of the Wealth Enhancement Academy
Rupert Whiting
I got Richard onboard as my Financial Advisor and Wealth Manager in 2011 because he brings a consistently low-key approach to an industry that is full of fluff and over-promises. He explains why he invests money as he does and it made sense to me albeit totally counter cultural and against my previously ignorant preferences. I think that a team member should bring something new to the table and in Richard we have a steadiness and a patience that I have not had before. I am very pleased by the returns since we invested and they outstrip the returns that I am getting from other locked-in investments with a supposedly higher risk profile.
Marcus da Silva
Richard is a detailed oriented person drilling down to as much detail of your finances and expenses as you may wish to share to give you a total cost benefit analysis of the best investment approach. Richard leaves no stone unturned and is very concientious of your needs and what risk factor that you are willing to deploy for the maximum return on your money. Two thumbs up - highly recommended!
John Page
I had the opportunity to work up close with Richard a few years ago, and to see the level of services that he performs for his clients. A few things struck me. Richard is very passionate about what he does for people. Diligent also comes to mind. He will always go the extra mile to do it right. Integrity is a word that is sometimes over-used, but in Richard's case it's a perfect word. He is a man of real integrity. Because of my position I know hundreds of top financial advisors from across Canada. I can honestly say there is no one that I would recommend ahead of Richard. I know he will serve you well. John Page, CFP, R.F.P., RFC Founder of the Wealth Enhancement Academy
Rupert Whiting
I got Richard onboard as my Financial Advisor and Wealth Manager in 2011 because he brings a consistently low-key approach to an industry that is full of fluff and over-promises. He explains why he invests money as he does and it made sense to me albeit totally counter cultural and against my previously ignorant preferences. I think that a team member should bring something new to the table and in Richard we have a steadiness and a patience that I have not had before. I am very pleased by the returns since we invested and they outstrip the returns that I am getting from other locked-in investments with a supposedly higher risk profile.
Marcus da Silva
Richard is a detailed oriented person drilling down to as much detail of your finances and expenses as you may wish to share to give you a total cost benefit analysis of the best investment approach. Richard leaves no stone unturned and is very concientious of your needs and what risk factor that you are willing to deploy for the maximum return on your money. Two thumbs up - highly recommended!
John Page
I had the opportunity to work up close with Richard a few years ago, and to see the level of services that he performs for his clients. A few things struck me. Richard is very passionate about what he does for people. Diligent also comes to mind. He will always go the extra mile to do it right. Integrity is a word that is sometimes over-used, but in Richard's case it's a perfect word. He is a man of real integrity. Because of my position I know hundreds of top financial advisors from across Canada. I can honestly say there is no one that I would recommend ahead of Richard. I know he will serve you well. John Page, CFP, R.F.P., RFC Founder of the Wealth Enhancement Academy
Rupert Whiting
I got Richard onboard as my Financial Advisor and Wealth Manager in 2011 because he brings a consistently low-key approach to an industry that is full of fluff and over-promises. He explains why he invests money as he does and it made sense to me albeit totally counter cultural and against my previously ignorant preferences. I think that a team member should bring something new to the table and in Richard we have a steadiness and a patience that I have not had before. I am very pleased by the returns since we invested and they outstrip the returns that I am getting from other locked-in investments with a supposedly higher risk profile.
Marcus da Silva
Richard is a detailed oriented person drilling down to as much detail of your finances and expenses as you may wish to share to give you a total cost benefit analysis of the best investment approach. Richard leaves no stone unturned and is very concientious of your needs and what risk factor that you are willing to deploy for the maximum return on your money. Two thumbs up - highly recommended!
Credentials
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Certified Executor Advisor
Canadian Institute of Certified Executor Advisors (CICEA)Mar, 2019- Oct, 2024 -
Charted Investment Manager
Canadian Securities InstituteJun, 2015- Oct, 2024 -
Registered Representative and Portfolio Manager
IIROC (Investment Industry Regulatory Organization of Canada)May, 2002- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER®
Financial Planning Standards CouncilApr, 1997- Oct, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Insurance Council of BCJan, 1985- Oct, 2024
Experience
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WealthSmart Incorporated
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Canada
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor
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Nov 1997 - Present
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Owner, Senior Financial Advisor, Certified Financial Planner
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Nov 1997 - Present
Through our unique 3-Step Financial Freedom Builder, we help successful incorporated owners and professionals to achieve the goals that matter to them.
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Aligned Capital Partners Inc.
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Canada
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Financial Services
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100 - 200 Employee
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Portfolio Manager
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Jul 2015 - Present
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Speaker & Instructor
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Jul 1994 - Jul 2015
We provide inspiring financial workshops and speaking engagements for businesses and associations in the Richmond and Metro Vancouver area. We provide inspiring financial workshops and speaking engagements for businesses and associations in the Richmond and Metro Vancouver area.
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Education
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The University of British Columbia
BA, Urban Geography -
Matthew McNair
High School