Company Info

At Investors Group, we are committed to building personalized solutions on an individual basis. For over 80 years we have been helping Canadians and their families to achieve their financial goals. Our clients are not an account, or a number. They are people, members of our community.

Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants. Today, Investors Group serves one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada.

Investors Group Inc. is a member of the IGM Financial Inc. group of companies. The shares of IGM Financial Inc. are listed on The Toronto Stock Exchange. The stock exchange symbol is IGM.

About Me

If you’ve ever found that dealing with your finances and advisors is like “herding cats”, then I have a solution for you. Successful business owners, professionals and retirees often find out too late that their advisors are not all working together on some essential issues like minimizing their taxes and protecting their wealth. The lack of planning can translate into big tax bills each year you own the business, as well as at the time of sale. In fact, a lack of planning may result in the forced sale of a large asset, maybe even a business, at an inopportune time resulting in a lower sale price.

My experience, qualifications and access to a support team enables me to explore customized tax reduction strategies and to take advantage of wealth planning techniques for clients. I have based my practice on the west side of Vancouver, Richmond, Ladner and Tsawwassen. The practice started in 2001 as a private wealth planning practice providing tax strategies, estate preservation, retirement planning and business succession planning to a select group of successful professionals and business owners. Before that I lived in London (UK) where I developed a comprehensive understanding of the global investment world whilst pursuing a successful career with international investment banks including Credit Suisse and Deutsche Bank. In 1988 I qualified as a Chartered Accountant with KPMG in South Africa.

I achieved my designation as a Certified Financial Planner (CFP) from the Canadian Institute of Financial Planners, and work with a team of financial professionals that excel in implementing effective financial plans. My experience, qualifications and the access I have to a support team put me in a unique position to customize tax reduction strategies and to apply advanced wealth management techniques.

With a background in the accounting profession, investment banking and the community, I am a firm believer in Investors Group core values: Quality, Integrity, Responsiveness.

Testimonial

“Richard is a great advocate and excellent centre of influence to anyone in business. His proactive recommendations and thoughtfulness has given me access to key individuals in the business community. It is my privilege to recommend Richard Nash to anyone that needs financial advice or expand their contact base in the business realm.” Rex Chan, Business Advisor, TD Bank

“I came to know Richard through Business Networking International and found out very quickly that he is a most sincere individual who earnestly seeks solutions for both his clients and his colleagues. I was very impressed with his talent to get to the heart of the matter. His genuine concern is equally balanced with his enthusiasm to help you find a quicker path to success. I respect Richard. He is one of the first that comes to mind when I need a sounding board for any area of business.” Barb Ashcroft, Owner, www.RecallWhen.com

“Richard looks at investment/financial/taxation matters with a clear, long-term, strategic point of view. He is particularly adept at quickly forming an overall picture of someone's financial situation so as to form a suitable, customised long-term strategy.

Richard's advice is clear headed and logical and he is not swayed by wild market swings.”
Savvas Kyriakides, Web Marketing Specialist, Baobab Consulting Ltd