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Heather Richardson, CFP, FMA, FCSI, Vice President & Regional Manager, Atlantic Canada | TD Wealth Private Wealth Management | Halifax, Nova Scotia, Canada
TD WEALTH PRIVATE WEALTH MANAGEMENT

T: 902.420.8058
C: 902.999.9337

heather.richardson@td.com
www.heatherrichardsonwealth.com
www.td.com


HEATHER RICHARDSON, CFP, FMA, FCSI
VICE PRESIDENT & REGIONAL MANAGER, ATLANTIC CANADA




"Even a small step forward is progress."

You lead the TD Private Wealth Management team in Atlantic Canada — but in a unique way.
That's right. We're different than other wealth management organizations because we conduct deep discovery with our clients. We utilize behavioral finance to tailor our approach for each client and then work collaboratively with business partners across the TD organization to deliver what matters most to our clients. From there, we provide holistic wealth management services to our clients by creating in-depth plans for goals that revolve around building net worth, implementing tax-efficient strategies, protecting what matters most and leaving a legacy.

Wealth management seems to be an industry constantly undergoing change. Is that the case?
[Laughs]. Oh yes, nothing stays the same! It's constantly evolving, from policy and regulation through to client expectations. My philosophy is that I must be prepared to evolve, learn and pursue personal growth. Currently, I'm enrolled in the Executive MBA program at the Sobey School of Business at Saint Mary's University.

In the face of that, you have a personal credo?
If we can control it, let's do so! It's too easy to get caught up in how policies, regulations or technology might inhibit what we want to do. If we take a step back and evaluate what we have control of — then act — we can move forward effectively and productively.

How do you manage problems?
For me, it's about approaching every issue thinking, "How can I can impact, improve or help?" It goes back to identifying what we have control of and moving forward from there.

Finish this sentence. To be successful in business, you must …
You must have a plan. Whether you're in sales, you lead a functional team, or you work in operations, the business planning is vital to growing and improving. Have a clear mission and apply personal and team values to tactics and activities to help meet personal and team goals. There's a significant annual process involved in executing this, followed by regular assessments to evaluate progress and ensure that the activities are effective and generating the expected results.


Photographer: Michelle Doucette