Ann Richards of RS Wealth Management Group is part of this year's WP Top 50 Advisors.
25 Ann Richards
RS Wealth Management Group
CIBC Wood Gundy
Toronto
AUM GROWTH: $2,958,276
AUM PER CLIENT: $648,155
REVENUE PER CLIENT: $4,629
CLIENTS AT END OCT 2015: 122
RETENTION RATE: 97.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
With almost $650,000 AUM per client, Ann Richards is a trusted investment advisor to affluent individuals, corporations and entrepreneurs, offering customized investment and financial planning strategies tailored to meet her clients’ individual needs. Richards also volunteers every March with CPA Ontario to prepare tax returns for lowincome seniors and immigrants.
RS Wealth Management Group
CIBC Wood Gundy
Toronto
AUM GROWTH: $2,958,276
AUM PER CLIENT: $648,155
REVENUE PER CLIENT: $4,629
CLIENTS AT END OCT 2015: 122
RETENTION RATE: 97.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
With almost $650,000 AUM per client, Ann Richards is a trusted investment advisor to affluent individuals, corporations and entrepreneurs, offering customized investment and financial planning strategies tailored to meet her clients’ individual needs. Richards also volunteers every March with CPA Ontario to prepare tax returns for lowincome seniors and immigrants.
