Physicians   Business owners   Successful families

Our Mission

Our mission is to help guide individuals and families on how to best structure their affairs in order to protect their long term economic and non economic success without having to suffer through the stress of traditional market volatility. In simpler terms we focus on protecting assets, growing assets and positioning assets to minimize unnecessary taxation in the near and long term.

"Expect the best, Prepare for the Worst. Capitalize on what comes" Z. Ziglar.

Our Three Areas of Strategic Focus.

Our Difference: Independence and Wisdom

At Richardson Wealth, we are independent. This means that our business model is not predicated on selling proprietary or cookie cutter financial products. We simply have the freedom to offer effective unbiased solutions that our clients deserve. In addition to having the choice of solutions to help clients, we also leverage the collective wisdom of our unbiased wealth management team. Included on our team is Richardson Wealth's Tax and Estate Group whose mandate is to work with you, your accountants and lawyers for both your simple and complicated planning circumstances.

 

Our uncompromising values

  • Professionalism: Full transparency in everything we do and how we are compensated.
  • Respect for the individual: Young, old, successful or less fortunate. Treat others how you would like to be treated.
  • Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
  • Quality of life: For our clients, our kids, and future generations. "Wealth is the ability to fully experience life" H. D. Thoreau

 


 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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12 October 2021
Rarefied air
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October 2021
Challenges ahead
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Special Report

 

Charting the course for entrepreneurs or small business owners.

Operating a small business is no easy task. Neither is planning due to the complexity that may be involved. Richardson Wealth understands that no two businesses are the same as every business owner must work within different personal and corporate environments.  
Read now