Kristopher Viel
Senior Wealth Advisor, Portfolio Manager @Richardson Wealth
Signup · Get unlimited contacts
WORK HISTORY
Senior Wealth Advisor, Portfolio Manager @Richardson Wealth
Pointe-Claire, QC, CA
Wealth Advisor/Portfolio Manager/Investment Advisor
EDUCATION
Institute of Financial Planners of Quebec
Financial Planner, Financial Planner, Financial Security Advisor
Concordia University's John Molson School of Business
Bachelor of Commerce, Finance
SKILLS
ABOUT KRISTOPHER VIEL
Richardson Wealth delivers tailored financial strategies for medical professionals and high-performing clients. As a Senior Wealth Advisor and Portfolio Manager with over nine years of experience, the focus is on creating solutions for investments, retirement planning, and insurance. The team collaborates with resident doctors to address challenges like debt management, investment growth, and securing financial stability. By partnering with in-house Tax & Estate Planning experts, Richardson Wealth integrates tax optimization, estate planning, and business succession into its offerings. The team also provides licensed insurance services, including life, disability, and critical illness coverage. Their mission is to simplify financial complexities, enabling clients to achieve long-term success and focus on their careers.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.