Richard Vetter
Richard helps business owners bring their planning, investments, tax, and estate strategy together, and keeps every advisor at the table pulling in the same direction.
Richard is co-owner of WealthSmart Inc. and a Portfolio Manager with WealthSmart Securities of Aligned Capital Partners Inc.* For more than 40 years, he has helped Canadian families and business owners cut through financial industry noise and make decisions grounded in evidence rather than speculation.
Today his work centres on financial coordination for business owners. He brings a client’s planning, investments, tax, and estate strategy together and works alongside their accountants, lawyers, and valuators so every specialist is pulling in the same direction. His designations reflect that breadth: Certified Financial Planner, Chartered Investment Manager, Certified Exit Planning Advisor, and Certified Executor Advisor.
Richard has taught financial seminars since 1994, including Financial Strategies for Successful Retirement and The WealthSmart Workshop series. He and Matthew Vetter regularly share practical insights on the WealthSmart blog.
Born in Winnipeg, Manitoba, Richard has called Metro Vancouver home since 1970. He and his wife, Zinha, have three awesome sons and six adorable grandchildren. He loves family, learning, the outdoors, and photography.
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