Protecting your family wealth

You’ve worked hard to build your family’s wealth — and protecting it is just as important. At Richardson Wealth, we understand that safeguarding your assets is essential to preserving your legacy and ensuring long-term financial security. That’s why our advisors bring deep experience, sound judgement and a multi-generational perspective to every client relationship.

With offices across the country, we’re committed to asset safety at every level. We follow corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies: Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF). Your assets are held in custody with Fidelity Clearing Canada ULC, our full-service carrying broker, providing additional strength and security.

Regulatory oversight and protection.

Richardson Wealth is a member of the Canadian Investment Regulatory Organization (CIRO), which sets high quality regulatory and investment industry standards, protects investors and strengthens market integrity while maintaining efficient and competitive capital markets. CIRO carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of dealer firms and their registered employees and through setting and enforcing market integrity rules regarding trading activity on Canadian equity marketplaces.

Richardson Wealth is also a member of the Canadian Investor Protection Fund (CIPF). CIPF was created by the investment industry so that your assets, within defined limits (including cash, securities and certain other property), are protected in the case of a Member firm insolvency.