Dalpé Wealth Partners

PhareIndependence and performance are our watchwords

Dalpé Wealth Partners is part of Richardson Wealth, Canada’s leading independent investment advisory firm (i.e. not owned by a financial institution). Richardson Wealth comprises some 165 teams of advisors across Canada managing approximately $33 billion for their clients. 

Almost all of our clients have 100% of their assets with us because Richardson Wealth's independence from financial institutions makes Dalpé Wealth Partners a trusted principal investment advisor.  Our investment performance over two decades places us among the top fund managers in Canada.

For Dalpé Wealth Partners, being principal financial advisor means that we go far beyond traditional wealth management and private management. Building this relationship of trust and thorough understanding of our clients' needs allows us to offer value-added services at no additional cost that facilitate the effective implementation of financial planning covering all stages of our clients' lives.

A long-term vision

The goal of most investors is to maximize their savings to maintain a consistent lifestyle before and after retirement. The worst apprehension of retirees is lacking money. According to a recent Allianz Life study, 61% of North Americans are more worried about outliving their assets than they are of dying. Dalpé Wealth Partners mission is to advise and equip its clients to prevent this from happening.

Professional, first and foremost

Every day, we recognize ourselves, without false modesty, in what makes the difference between amateurs and us, to the great benefit of our clients who benefit from Dalpé Wealth Partners superior professional services.

Amateurs... Professionals…
  • have a goal    
  • establish a process
  • highlight isolated performances
  • value consistency
  • give up at the sight of difficulty and discredit unsatisfactory results
  • see challenges as a necessary step towards growth and achievement
  • look for their weaknesses and try to alleviate them
  • focus on their strengths and seek to surround themselves with people who complete them
  • believe that knowledge is power
  • share wisdom and advice with others
  • need to be right
  • seek to achieve the best results
  • focus on the short term
  • focus on the long term
  • blame others
  • accept their responsibilities
  • lack consistency
  • show up every day
  • go fast
  • go far
  • want the earth to spin their way
  • realize that they must work with the world as it is

In addition to our professionalism, our clients value the quality and stability of our client relationships based on independent advice, which contrasts with today’s financial sector’s aseptic sales-oriented client service.

Dalpé Wealth Partners success for more than two decades does not stem from good sales pitch and attractive brochures, but from its relentless commitment to meeting promises made to clients. Our clients’ testimonials testify to our dedication working towards aligning expectations and results, year after year. We invite you to visit Dalpé Wealth Partners Clients Testimonials section, with the firm belief that some of them will resonate with you.