The benefits of Richardson Wealth

Richardson Wealth isn't your typical wealth management firm.

We're an independent, unbiased and leading-edge wealth management firm accountable to a very important group of people — our clients.

Our firm has a history of serving some of the most successful families and entrepreneurs in the country. And there is something distinctly different in the way we do business. For one thing, our investment advisor teams consist of some of the sharpest minds in the business, each bringing many years of experience and knowledge to the table. They're all fully invested in Richardson Wealth as owners, so they'll ensure that the priorities of the business are fully aligned with your priorities.

As an independent firm, we are able to access exclusive and innovative solutions for our clients. We also have tax & estate planning professionals located across the country who will work with you to create a wealth plan that best suits your unique financial needs and goals.

At Richardson Wealth we will always strive for excellence and we are committed to earning your trust. 

We invite you to learn more about Richardson Wealth.

Officially one of Canada’s Best Workplaces™

We have always known our firm is an exceptional place to work and now it’s official once again. For the fifth year in a row, we have been certified as a Great Place to Work®. Not only that, we’ve again been recognized as one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2023. This recognition means so much because it comes directly from our employees, and what they say as a whole about their work experience in our offices across the country. Our firm’s success, strength and effectiveness is a direct reflection of the advisor teams and individuals who work here.

Our firm has also been named on the 2021 list of Best Workplaces™ for Women. This endorsement is a wonderful testament that we don’t just talk-the-talk, we walk-the-walk with our commitment to the advancement of gender equality in our corporate and public communities.

And, at a time when many of us continue to face many challenges, we are proud to have also been recognized as a Best Workplace™ for Mental Wellness, highlighting our dedication to preserving an environment that makes mental health a top priority. We believe protecting and nurturing employee wellbeing has never been more important.

Great Place to Work badges

Reflecting our culture of trust and the way we work, these recognitions underscore our deeply ingrained principles and unwavering commitment to each other, our clients and communities. Ultimately, we believe this is a true reflection of our culture of trust and the way we work. We’ve joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be one of Canada’s Best Workplaces™.