Richard Kortje

For more than 30 years, I have been sharing my investment knowledge and financial planning expertise with individuals, families and small business owners. I have guided clients through many market cycles, always emphasizing wealth protection, capital preservation and long term growth. Richard sees client relationships as partnerships that start with an understanding of your values, goals and attitudes towards risk and return. He specializes in establishing a clear process and plan that lead you towards your wealth accumulation objectives, with regular checkpoints to review progress and answer questions. His proactive, forward-looking perspective helps to identify opportunities, anticipate challenges and avoid surprises

Contact :
Je réponds à ces types de besoins de placement :

• Création de richesse
• Planification financière complète
• Planification fiscale
• Solutions d’assurance
• Solutions de gestion de portefeuille

https://richardkortje.com
rkortje@cgf.com
604.643.0188
800.663.1899 (Numéro sans frais Canada)
800.663.8061 (Numéro sans frais États-Unis)
Fax: 604.643.7606
https://www.linkedin.com/in/richardkortje/

FMA, FCSI®

• Vancouver