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Anna Li

Manager, Managed Accounts

Work history

  • Richardson Wealth

    Manager, Managed AccountsCurrent (about 2 years)
  • Worldsource Wealth Management Inc.

    Senior Manager, Trade SupportJan 2021 - Apr 2023 (over 2 years)
  • Worldsource Wealth Management Inc.

    Manager, Trade SupportJan 2020 - Dec 2020 (11 months)
  • Worldsource Securities Inc.

    ProjectJan 2017 - Jan 2022 (about 5 years)
  • Worldsource Wealth Management Inc.

    Supervisor, Trade ProcessingFeb 2015 - Dec 2019 (almost 5 years)
  • State Street

    Senior Derivatives AssociateMar 2008 - Jan 2015 (almost 7 years)
  • CIBC Mellon Global Securities Services

    Trade SettlementOct 2006 - Mar 2008 (over 1 year)
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Contact Information

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LocationCanada, Mississauga, Ontario

Organization

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Richardson Wealthfinancial services · 910 employees · Toronto, Canada

Description

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn't just about getting financial and investing guidance. It's about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.

Company phone+14169436696

Company websiterichardsonwealth.com

LocationToronto, Ontario, Canada, 100 Queens Quay E

Industryfinancial services

Employees910

Founded at2003

Annual revenue208.4M

Twittertwitter.com/NextGenOfWealth

LinkedInlinkedin.com/company/richardson-wealth

Facebookfacebook.com/RichardsonGMPLimited/

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Keywords
wealth management
wealth strategies
tax strategies
business succession
financial planning
estate planning
family office
investment management
portfolio management
alternative investing
insurance
wealth transfer
legacy planning
philanthropy planning

Employee trends

This chart shows the total number of employees over time.

4.4%
6 Month Growth
6.2%
1 Year Growth
7.3%
2 Year Growth
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