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Bonnie Richmond
Jacqueline Lee

Address
BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Testimonials

 


Understands Risk

Bonnie is pragmatic and level-headed. She never overreacts when markets do, but finds the sweet spot between too much risk and not enough. KSL

 

Strategic Focus
Bonnie listens well and understands my investment strategy intimately. She is a good resource for education about investment matters, and she gets me detailed investment data when asked. She makes investment suggestions that are always well related to my strategy, but she is not an advisor who is constantly urging me to trade. PJN

 

Sound Advice
Bonnie Richmond has been my Wealth Management Advisor for almost three years. As a nervous novice to financial investing, I greatly appreciate and value her knowledgeable, practical, sound advice to assist me in understanding my investment choices. NG

 

Goes the Distance
I have been working with Bonnie Richmond as my financial advisor for more than 20 years. I appreciate her diligence, honesty and willingness to dig deep when finding options to best suit my portfolio.
ML

 

Ability to Articulate
Bonnie’s strength lies in her social work background, allowing her to develop a deep rapport with her clients. She has the patience and ability to articulate, in layman’s terms, the various investment, estate planning instruments and more importantly, the relevancy, advantages, disadvantages of various strategies. L+Y



 
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments