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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
I support these types of investment needs:
  • Wealth Creation
  • Comprehensive Financial Planning
  • Tax Planning
  • Insurance Solutions
  • Managed Portfolio Solutions

https://richardkortje.com

604.643.0188
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/richardkortje/

FMA, FCSI®

  • Vancouver
Photo of Richard Kortje

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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.