We all have aspirations for our wealth. Some of us have targets in mind that are quickly approaching, while some of us may be looking a little further into the future. I help my clients to achieve their wealth management goals and enhance and protect what’s most important to them.
When we first meet, my focus is on learning as much as I can about where you are today, and where you wish to be in the future. Together, we will develop a plan that is tailored to meet your needs. This plan is customized to your wishes and considers your time horizons, risk tolerances and investment objectives. It will help us to stay focused on reaching your targets – not the influences that we have no control over, such as market and economic forecasts.
Once we have established your plan, the next step is to build your portfolio to help achieve your goals. Whether it is to accumulate wealth to fund your retirement, protect your assets for the next generation, or assist your loved ones in achieving their dreams, my team and I may be an ideal fit for you.
My extended team is Richardson Wealth’s in-house Tax & Estate Planning team comprised of lawyers, estate planners and tax advisors who work directly with me to ensure we deliver a coordinated approach to address your specific needs.
Richardson Wealth is Canada’s largest independent wealth management firm with offices across Canada. For the last four years running we have earned top ranking by our industry’s premier publication, the Investment Executive, and their respective Annual Brokerage Report Card for the products and services dedicated to high net worth individuals and families.
We welcome the opportunity to help you live life. On your terms.