Richardson Wealth Burlington Investment Advisors
Find your team
Curtis Tenpenny Phillips Wealth Counsel
Tracey Curtis, CFP, FEA, CIM®
Senior Investment Advisor, Senior Wealth Advisor
Tel.: 289.288.2427
Patrick Tenpenny, B.A., CFP
Senior Investment Advisor, Senior Wealth Advisor
Tel.: 289.288.2412
Greg Phillips, CFP, B.A. (Hons.), CIM®, CFP®
Senior Investment Advisor, Senior Wealth Advisor
Tel.: 289.288.2406
Website
The Carruthers Team
Ashley Carruthers, CFP, CIM®, EPC, CLU, CEA
Senior Investment Advisor, Senior Wealth Advisor, Portfolio Manager
Tel.: 905.615.5673
Website
Anna Greig, PFP
Senior Investment Advisor
Tel.: (905) 615 5615
Website
Kruzel & Partners
Robert Kruzel, CIM®
Senior Investment Advisor
Tel.: 905.615.5651
Barry Takemura, PFP, FMA
Senior Investment Advisor
Tel.: 905.615.5655
Website
Orlic Harding Cooke Wealth Management Group
Ty Cooke, CFP, CIM®, CIWM, FCSI®, FMA, RRC
Senior Investment Advisor, Senior Wealth Advisor, Senior Portfolio Manager
Tel.: 289.288.2426
Diana Orlic, CFP, CIM®, CIWM, FMA, PFP®
Senior Investment Advisor, Senior Wealth Advisor, Senior Portfolio Manager
Tel.: 289.288.2424
Pearson Avelino
Senior Investment Advisor, Portfolio Manager
Tel.: 289.288.2415
Website
Torchia & Associates Wealth Management
Jeff Torchia, B. Comm.
Senior Investment Advisor, Portfolio Manager
Tel.: 905.615.5627
Website