Dream Navigator | Certified Financial Planner

Richard Vetter BA, CFP, CLU, CIM

Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager and owner of WealthSmart Incorporated. He has instructed many financial workshops since 1994, including Financial Strategies for Successful Retirement and The WealthSmart Workshop series. He is also available to businesses and community groups for speaking engagements.

His business experience since 1985 has ultimately taught him that nothing is more important to people than changing their worlds. The same experience has also allowed him to see through a lot of the noise in the financial industry and to favour science over speculation. The most successful investors understand investment fundamentals, manage their emotions, ignore the media noise and stick to a long term plan. Richard has engaged investment partners whose interests are aligned with our clients.

Born in Winnipeg, Manitoba, his heart is right here in Richmond, BC, where he has lived since 1970. He and his wife, Zinha, have three awesome sons – Peter, Matt and Daniel. Peter and Matt are now working hard at adding a whole new dimension to WealthSmart. Daniel is studying full time and has begun producing videos for the family business.

The whole family has been involved in the community in many ways and feels it is their mission to helping others achieve their dreams. Richard is dedicated to lifelong learning and loves time with family, cycling, hiking and photography.