Neil Kumar
Senior Investment Advisor, Senior Portfolio Manager at Richardson Wealth
Based in Vancouver, Canada
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Seniority
Vp
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
929
Contact information
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n•••••••@richardsonwealth.com
Phone
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Background
About Neil Kumar
My team and I provide sophisticated portfolio construction and tax efficient strategies in a service model that approaches that of a family office to high net worth families, entrepreneurs, endowments and foundations. As a fee-based discretionary portfolio manager, we believe preservation of wealth to be fundamental to the financial success of our clients. While employing a conservative, but dynamic investment strategy, we strive to provide clients with returns over the long-term that are in line with both the client's risk tolerance and optimized financial plan.
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