Marie Richardson Financial - Investments

By: Marie Richardson  09-12-2011
Keywords: insurance services, Financial Planning, mutual funds

 I am Investment Advisor fully licensed to sell securities in Ontario and British Columbia.

The following is a brief list of the main types of investment products and savings vehicles that I am able to provide.

Investment Products

Guaranteed Investment Certificates (GIC’s)
Stocks, closed-end funds, and exchange traded funds
Bonds and fixed income securities
Mutual Funds
Segregated Funds

Savings Vehicles approved by Federal Government of Canada

Retirement Savings Plans and Retirement Income Funds (RSP and RIF)

Locked-in Retirement Accounts and Life Income Funds (LIRA and LIF)

Education Savings Plans (RESP)

Disability Savings Plans (RDSP)

Tax-Free Savings Account (TFSA)

Individual Pension Plans (IPP)  

My compensation for investment advice and service can be either commission based or fee-based. The latter is based on a percentage of the investment account value.

For information PEAK Securities Inc. and my wealth management practice please see the following:

 Please note: Ms. Marie Richardson, offers financial planning and insurance services as an independent representative, under Richardson Financial Consulting and these services are offered independently of PEAK Securities.

PEAK Securities inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at

Keywords: Financial Consulting, Financial Planning, Financial Planning And Insurance Services, Full Service Investment, insurance services, investment advice, Investment Advisor, Investment Products, mutual funds, Offers Financial, Offers Financial Planning, Savings Plans, wealth management

Other products and services from Marie Richardson


Marie Richardson Financial - My Services

Assisting clients both by identifying the risks that can keep them from attaining their personal financial goals and by structuing a plan of action to assure that the risks are adquately protected against through insurance or by using other risk-management strategies.