WealthSmart Incorporated - Richmond, British Columbia

Deb P.

As a person who isn't very confident in managing investments, I have enjoyed working with the whole team at WealthSmart. From Zinha to Richard and Matt, I have had great service. I feel very comfortable and at ease discussing how they can help secure my financial future. Although they are running a business, I feel as though they genuinely care about making sure we make the right decisions to achieve my goals. That is something I can't honestly say about my previous financial advisors. They are always just a phone call away whenever I have questions or concerns. I highly recommend Wealthsmart!

Yvonne M.

The Vetter family at WealthSmart have been serving my husband and I for almost 30 years. With a young family, they made sure we had the right kind of life insurance. It gave us important peace of mind. The retirement planning which seemed a long way out has suddenly arrived. With choices on how aggressive we wanted to be - and lots of choices a long the way - and even with our conservative planning - we are achieving our retirement goals. It never would have happened without the early conversations. If you haven't met with Richard or Matt, I encourage you to reach out. They make the financial conversations fun and future goals within reach!

George P.

The WealthSmart team has a remarkable commitment to excellence in helping their clients achieve financial goals. They have a great suite of tools and resources and a well-structured system that provides not only superior insight and customer care, but also consistent follow-up, something that is missing with a great many financial planners. On top of all that is a level of integrity in everything they do that goes above and beyond what you already expect from a financial planning provider. The entire team walks the talk in every area of their lives. Strongly recommended!

Shirley K.

I have been a long-time client of WealthSmart Incorporated. Richard Vetter and his team are acutely aware of the financial needs of the people they serve, are more than capable of helping their clients to determine an appropriate risk level, and disseminate investment needs because they continually upgrade their knowledge and skills so you benefit by leaving nothing to chance on the table. They are cognizant of the emotional factors that can plaque their clients, especially during the volatile economic situation we currently find ourselves.

Investing is never a 'one model fits all' endeavour. They have always re-evaluated my situation and financial needs structure, investigated which products will suit my plan, and tailor my portfolio to what I need to achieve my financial goals. I would not ever hesitate to recommend that you meet with them and determine for yourself if they will help get you to where you need to be to achieve your goals. It's only a phone call away.

Ken S.

For us older folks in particular, but really anyone should look into NIDUS which fills the gap between healthy and mentally competent...and dead.

Representation Agreements 7 and 9 fill the gap with your wishes between capable and competent and being in 'committee' or a living 'non-person' in legal terms.

Darren G.

Richard has been my Financial Advisor since my days as a struggling university student. He brings an educational approach to working with you that really puts you at ease and instills confidence in making significant decisions at any stage in your life.

Sincerely,
Darren

Charlotte P.

Richard and Zinha have been taking care of my Dad's finances for almost 30 years and they are carrying on their services with me. Their level of integrity and caring is appreciated. They both go above and beyond. Very nice people.

Richard Y.

The Vetter team at WealthSmart regularly sent me relevant & useful tips, articles as well as information about investment & financial matters. Their podcasts are very helpful too. They genuinely care about their clients!