Our approach

Long-term planning with lasting client relationships.

Receiving advice requires vulnerability. It requires being open and transparent but also recognizing that the person giving you that advice is open and transparent. Relationships are the foundation of everything we do. Our ideal client is one that is long-term in thinking, values a lasting relationship and is looking for one-on-one engagement.

We’re honest in our approach — we have to be. Our clientele is diverse, ranging from accredited high-net-worth investors and small business entrepreneurs looking to source capital or sell their business, to families planning for post-secondary education or deciding how they want to spend their retirement. We draw from our own market acumen and wealth planning expertise and have access to Richardson Wealth’s in-house team to provide solutions tailored to you.