Rich Widdifield, CFP®

Senior Financial Planner, Assante Capital Management Ltd.

About Rich Widdifield

Rich Widdifield is a recognized Senior Financial Planner, sought-after speaker, and educator who regularly presents to charities, entrepreneurs, professionals, and retirees on how to maximize their charitable gifts to positively impact their communities.

Rich describes his primary objective as being to “Help families get clarity about how much they will need to reach their goals, make sure they are able to continue their lifestyle, help those they care about, and support the causes that matter to them.”

In addition to volunteering for several organizations in his community, Rich also strongly believes in giving back, and he and his wife Andrea have set up their own Family Foundation through a Donor Advised Fund. Rich and Andrea reside in Tsawwassen with their two rescue dogs, Palmer and Cali and look forward to visiting their daughter Kaela in London, England.

Typical Clients

Are you and your family interested in making a big impact in your community? Do you have an interest in leaving money to a charity that you love to support? My typical clients are successful families, couples, individuals, and business owners who are looking for an advisory team to collaborate with that shares their values and has expertise in philanthropy.