Richardson Wealth Across Canada

 

That is what makes Richardson Wealth unique.

Not so long ago, every investment firm in Canada was branded with the last name of the founder(s) or major shareholder(s): Wood Gundy, Nesbitt Burns, Macleod Young Weir – not to mention Richardson Greenshields.

These were some of the big players for most of the 20th century. The founders were pillars of the community. Their names were a powerful draw for wealthy families and advisors alike.

As the century turned, these founders and these firms were all gone. Their brands slowly disappeared in favor of corporate names: CIBC, BMO, Scotia, and RBC. With the loss of these brands, gone also was the connection with the founders, the partners, the independent boutique culture.

Richardson Wealth extracts the best from our storied corporate past, when the name on the door meant something, and represents a forward-thinking approach to wealth planning.

We are honoured to serve as our clients’ trusted financial advisor and to work diligently to ensure your family’s long-term financial success. Please contact us with any questions.

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 and have been recognized as one of Canada’s Best Workplaces™ for 2021. 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 has also been named on the 2021 list of Best Workplaces™ for Women. This endorsement is a wonderful testament that we don’t just talk-the-talk, we walk-the-walk with our commitment to the advancement of gender equality in our corporate and public communities.

In a year when everyone has faced so many challenges, we are proud to have also been recognized as a Best Workplace™ for Mental Wellness, highlighting our dedication to preserving an environment that makes mental health a top priority. We believe protecting and nurturing employee wellbeing has never been more important.

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