Investment Advisor, Portfolio Manager
BA, CA, CIM, FCSI, CFP, EPCmore
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Expertise that's one to one
Investment Advisor & Portfolio Manager
BA, CA, CIM, FCSI, CFP, EPC
Ann Richards is an Investment Advisor and Portfolio Manager with CIBC Wood Gundy. With more than 20 years experience in the financial services industry, Ann is a trusted investment advisor to affluent individuals, corporations and entrepreneurs. She currently manages more than $85 million in assets, customizing investment and financial planning strategies to meet her clients' individual needs.
Ann joined CIBC Wood Gundy as a financial consultant in 1994 and was promoted to Associate Portfolio Manager in 1999. She holds the Certified Investment Manager (CIM), Certified Financial Planner (CFP), Elder Planning Counsellor (EPC), and Life License Level II designations. Ann is also a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. It is recognized as the highest honour in the financial services industry. Ann is able to practice in Ontario, Alberta, British Columbia and Quebec.
Ann holds a Bachelor of Arts (BA) degree in mathematics from the University of British Columbia and in 1982, she qualified as a chartered accountant (CA) in Vancouver. She gained her first exposure to the stock market as chief accountant for an emerging North American gold mining company where she implemented debenture financing and a listing on the Vancouver Stock Exchange.
Ann gained international experience as an accountant with an international hotel chain, a management consultant with an accounting firm in London, England, and as a senior finance manager with an IT firm in Sydney, Australia. She returned to Canada in 1993 to join CIBC Wood Gundy.
Ann has written articles for financial publications and delivered many speeches and seminars to private groups on a number of investment issues. Ann also writes her client newsletter that she calls "Taking Stock."
When Ann is not working with clients and helping them plan, preserve and grow their wealth, she serves as President of the Board of Directors of her condominium corporation. She is active on the golf course and at the gym, and enjoys living downtown along the harbourfront. Ann is married to an Englishman, and they alternate their travels to Vancouver and London to visit friends and family.
Ann can be reached directly at (416) 594-8664 or at email@example.com.