Our Principles

Richardson Wealth.

We are committed to our clients.
We understand that having wealth is as challenging as creating it. 
We are committed to ensuring that our advice is unbiased, without conflicts and always in our clients’ best interests.

We are committed to each other.
We are a proudly independent firm with a unique partnership culture where employees and shareholders are aligned in our mutual respect. 
We care for each other, our work and our firm.

We are committed to our communities.
We share consistent values outside our offices as we strive to be leaders by making our communities better for all.

We are Richardson Wealth.

For successful Canadians and their families.

We are progressive in our thinking.
We are invested in our future.  
We respect and support our mutual efforts to stand apart by offering our clients solutions and perspective they may not get elsewhere, now and for tomorrow.

We hold ourselves to a higher standard.
We earn trust by holding ourselves accountable to always do what is right.
With integrity and transparency. Without fail.

We ask ourselves what more we can do.
We always look at all sides of every question.
We challenge ourselves on how we can provide our clients with more:
independent long-term thinking, innovation, and accountability.

We help our clients succeed. 
Our clients’ success is aligned with ours.



The benefits of Richardson Wealth

Richardson Wealth isn't your typical wealth management firm.

We're an independent, unbiased and leading-edge wealth management firm accountable to a very important group of people - our clients.

Our firm has a history of serving some of the most successful families and entrepreneurs in the country. And there is something distinctly different in the way we do business. For one thing, our Investment Advisor teams consist of some of the sharpest minds in the business, each bringing many years of experience and knowledge to the table. They're all fully invested in Richardson Wealth as owners, so they'll ensure that the priorities of the business are fully aligned with your priorities.

As an independent firm, we are able to access exclusive and innovative solutions for our clients. We also have Tax & Estate Planning professionals located across the country who will work with you to create a Wealth Plan that best suits your unique financial needs and goals.

At Richardson Wealth we will always strive for excellence and we are committed to earning your trust. 

We invite you to learn more about Richardson Wealth. www.RichardsonWealth.com

Officially one of Canada’s Best Workplaces™

We have always known our firm is an exceptional place to work and now it’s official. We qualified as a Great Place to Work™ for the third year in a row. This recognition means so much because it comes directly from our employees, and what they say as a whole about their work experience in our offices across the country. Our firm’s success, strength and effectiveness is a direct reflection of the Advisor teams and individuals who work here.

Our firm was also recognized as a Best Workplace™ in Canada in the Best Medium Workplaces category and for the Financial Services and Insurance industry.  

Reflecting our culture of trust and the way we work, this recognition underscores our deeply ingrained principles and unwavering commitment to each other, our clients and communities. We’ve joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be one of Canada’s Best Workplaces™.


Richardson Wealth - Great Place to Work Certified