Continuing to lead the way: ranked top firm seven years running
Richardson Wealth ranks as the top overall independent wealth management firm and received high marks for our firm’s ethics.
For the seventh consecutive year, Richardson Wealth has ranked number one in the Investment Executive’s annual Brokerage Report Card. The ranking is part of an annual survey of Investment Advisors across the country to evaluate their firm, whether bank-owned, independent or boutique, in categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.
We are also pleased to report that we have maintained our leadership in all categories related to doing what’s right for clients and serving the particular needs of affluent Canadian families, such as:
Freedom to make objective product choices
Will and estate planning
Our professional portfolio management service