For 35 years François Filion has approached wealth planning with an entrepreneurial mindset. It is a mentality he developed at a young age while working alongside his parents in a successful family business. He carried that mentality and work ethic with him when he chose to pursue a career in the financial services industry in 1985.
François built a successful multi-generational practice and has developed long lasting relationships by assisting clients in navigating through various life and economic challenges and providing them with opportunities to achieve their goals and preserve their wealth. In 2020, François made an informed decision to join Richardson Wealth to expand his practice offering by having access to an extensive suite of resources, expertise, and investment opportunities.
In addition to a Bachelor’s in Communication from the University of Ottawa, François holds the following professional designations: Certified Financial Planner (CFP®), Registered Retirement Consultant (RRC®) and Elder Planning Counsellor (EPC®). He is currently pursuing the Certified International Wealth Manager (CIWM) designation.
François enjoys spending time with his family, travel, theatre and is an avid sports enthusiast.