The right choice for many reasons
Objective advice. At Richardson Wealth, we are free to advise our clients objectively without bias to any particular product, platform or compensation plan, choosing from a virtually unlimited universe of investment options.
Our consultative process. Based on our client’s needs, goals, time horizons and tolerance for risk, we consolidate their investment, insurance and estate and tax planning needs (as they relate to their investments) under a detailed plan. Next, we formulate a comprehensive and customized wealth management plan that reflects your values, goals and way of life and evolves as your life does. Our advanced planning goes beyond investments to consider other aspects that are important to your financial life: wealth enhancement, wealth transfer, wealth protection and charitable giving.
We build relationships with our clients, our network of third-party experts we call in to address specific client needs, and our clients’ other professional advisors such as attorneys and accountants. We go above and beyond to take care of our clients, paying special attention to retired individuals with little or no family.
Asset-based fee. We charge an asset-based fee as we believe it provides better value and transparency. Rather than paying brokerage commissions every time your portfolio requires maintenance, we charge a single, competitive fee based on the asset balance. This approach, along with our unique yield-centric investment selection, often reduces the costs associated with regular mutual fund based portfolios.
Supporting the community. Our team has a long-standing commitment to the Relay for Life Burlington in support of the Canadian Cancer Society. Vickie Braden’s daughter was diagnosed with cancer 11 years ago and has survived it twice. In her honour, we have taken part 11 times in this inspirational 12-hour overnight event.
Relay For Life - Celebrate - Remember - Fight Back (video)