As an Investment Advisor, Helen Hatzitzanakis brings an intuitive understanding of client needs to her practice combined with sharp market acumen honed over 20 years in the financial services sector. Initially introduced to wealth planning through the lens of family finances at a young age, Helen pursued finance in university, graduating with a Bachelor of Commerce from Concordia in Montreal.
She built the early part of her career as an advisor at an independent firm before moving to one of Canada’s largest bank-owned investment dealers. She joined Richardson Wealth in pursuit of an independent, entrepreneurial approach while providing her clients with access to a wider team of in-house tax and estate planning professionals and the Richardson Wealth Private Family Office.
Today, Helen is a trusted advisor to a select group of families in Quebec and Ontario who enjoy her expertise surrounding unbiased advice and service.
In addition to her B.Comm Finance, Helen has her Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations. Helen is a fully licensed broker and is also fully insurance licensed to best serve her clients’ needs. When she’s not working alongside clients, Helen enjoys spending time with her husband and two daughters. She loves reading and painting.