Acting in your best interests
Richardson Wealth is a leading independent wealth management company. Being fully independent from bank ownership ensures that we as Investment Advisors are not obliged or incentivized to recommend our own firm’s products.
What this means for you as a client is that you will receive investment recommendations from our team based on your best interests, not ours. We are not restricted when it comes to the types of investments we can look for and so we search widely for the products that are best suited to your requirements.
Our commitment to physician clients
The physician’s Hippocratic oath may be symbolic, but it is an important gesture, serving for many doctors as a moral compass. As a Richardson Wealth Investment Advisory team, we feel the same way about our statement of principles. In a nutshell, we are committed to our clients, each other and our communities. We are progressive in our thinking, hold ourselves to a higher standard and ask what more we can do to help our clients succeed. Read more about our principles.
As a physician, your patients are not just blood tests – they are people. That’s how we feel about our clients.
Richardson Wealth has formalized this commitment to the highest standard of fiduciary excellence. Opting to participate in the annual certification program by the Centre for Fiduciary Excellence (CEFEX), we are the first Canadian wealth management company to gain this esteemed designation.
The annual CEFEX certification program ensures that Richardson Wealth’s Portfolio Management Account platform for Advisors who have complete control over investment decisions for clients (i.e. discretionary investment managers) and the firm’s separately managed account platform conform to the global fiduciary standards of excellence.
Start developing your comprehensive wealth plan now. Please contact us with any questions.