Practice: Richie Group
Firm: Investors Group Private Wealth Management
Location: Toronto, ON
Last year, Kyle Richie nabbed the number-one spot on the Top 50 Advisors list. While he has surrendered the title this year, he still holds a strong position at number eight, thanks to solid growth in both AUM and total number of clients.
Both Richie and his partner, Andrew Feindel, have a family background in the medical field, so it was only natural for their practice to specialize in helping doctors and dentists. “I wanted to improve the financial lives of medical professionals,” Richie says of his decision to become an advisor.
In addition to helping medical professionals, Richie is focused on a few goals for 2020. He’d like to grow his AUM to more than $500 million and see the publication of his and Feindel’s book, Playing to Win: The Incorporated Professional’s Financial Planning Coach. If Richie can check off these goals, he just might be topping the list once again in the future.