Richard Vetter

Senior Financial Advisor at WealthSmart Incorporated
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Contact Information
us****@****om
(386) 825-5501
Location
Richmond, British Columbia, Canada, CA
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency

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5.0

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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!

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Credentials

  • Certified Executor Advisor
    Canadian Institute of Certified Executor Advisors (CICEA)
    Mar, 2019
    - Oct, 2024
  • Charted Investment Manager
    Canadian Securities Institute
    Jun, 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 Council
    Apr, 1997
    - Oct, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Insurance Council of BC
    Jan, 1985
    - Oct, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Nov 1997 - Present

    • Owner, Senior Financial Advisor, Certified Financial Planner
      • 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.

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Portfolio Manager
      • Jul 2015 - Present

    • Speaker & Instructor
      • 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.

Education

  • The University of British Columbia
    BA, Urban Geography
    1979 - 1984
  • Matthew McNair
    High School
    1977 - 1979

Community

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