Fadi Ephtimios
Director Wealth Management, Investment Advisor at Richardson Wealth
Based in Montreal, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Montreal
Industry
Financial Services
Company size
938
Contact information
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f•••••••@richardsonwealth.com
Phone
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Background
About Fadi Ephtimios
A consistently high achiever, earning multiple awards for demonstrating leadership skills in pursuing the best possible service for my valued clients. The insights I gained as Division Director and later as Regional Director for the Westmount region office at Investors Group, taught me how to deliver a much richer overall client experience. Together, my wife and business partner, Lynn MacNeil, and I built a successful wealth management practice based on strong relationships and the principle of establishing a client-centred, holistic approach focused on overall wealth management – growing, preserving, and transferring clients’ legacies from one generation to the next.
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