Every person dreams of financial independence, but not every person is equipped with the analytical tools to understand the Financial markets and how to identify and prioritize their own objectives. When investors sit down to decide where to place their assets, and what risks they should take on, they are often overwhelmed by the vast amount of information out there. The myriad of available financial products and investment strategies confuse people and cause frustration. Without guidance, investing in the market can seem like playing the lottery. That is why I created the Net Worth Navigator Process™ my customer experience platform model to assist you in your wealth management.
The Richard Walsh investment Group is very proud to be associated with Quenneville Cote & Associates in St. Lazare, Quebec and Raymond James which is one of North America’s leading independent full-service investment dealers.