The Richardson Wealth difference
1. Independent experts
Advisors invited to join our firm are amongst the most knowledgeable and experienced in the industry. Each undergoes a rigorous due diligence review and shares our commitment to delivering unbiased advice and solutions that best serve their clients. To underscore the importance of impartial advice, our Advisors are never pressured or compensated differently to offer in-house services and products as part of their wealth management recommendations. They have the freedom, flexibility and support required to develop truly customized investment solutions that meet your specific needs.
2. Powerful partners. We benefit from our Canadian roots.
Our Advisors are supported by the substantial resources of our founding companies: James Richardson & Sons, Limited, one of the most trusted names in Canadian financial services with a legacy spanning over 85 years; and Wealth Capital Inc., one of Canada’s most dynamic investment dealers with proven expertise in wealth management and capital markets. Drawing on the heritage of one of Canada’s most successful families and the financial acumen of our capital markets partners, we design services dedicated to protecting and enhancing your wealth. At Richardson Wealth, you have Canada’s top investment minds and families looking after your best interests.
3. Stability. National in scope.
Richardson Wealth is the largest independent wealth management firm in Canada. That significant national footprint is complemented by the backing of parent companies James Richardson & Sons, Limited and Wealth Capital Inc., offering employees and clients alike the stability that comes hand in hand with such scale. Through our predecessor firms, we’ve been acting as stewards of wealth for our clients and their families since 1926. We know that protecting your wealth is as important as growing it.
4. Authentic alignment. First in Canada to achieve fiduciary certification.
Richardson Wealth is the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account platforms. This certification is proof that we do what we promise: place our clients’ best interests ahead of all else. In this, we are leading the way for the industry.
To further ensure the alignment of client and advisor interests, each one of our Investment Advisors is invested in Richardson Wealth as an owner. This approach is different than what you find at other investment firms — as is the result. Each one of us works to ensure that the priorities of the business are fully aligned with your priorities. We are accountable to the most important group of people: our clients.
5. Access. Best-in-class services and solutions
Supporting our Advisors is a team of top practitioners — internal and external — identifying the best wealth management strategies available. Our Advisors have the freedom to access these ideas in order to create the right plan for you.