Christensen Group

Precise planning for intergenerational wealth

It takes persistence and determination to build a lasting legacy. And it takes precise planning to preserve your wealth. At Christensen Group, precise planning is our expertise. It’s what has helped establish us as a trusted advisor for all aspects of individual and family wealth.

We look for the things that make you unique – your goals and values, your needs and ambitions – and develop a comprehensive, tax-efficient plan and portfolio that reflects that. Persistence is pinnacle, and consistency is key to our approach. We’re long-term, strategic thinkers with a thorough understanding of wealth planning.

We don’t recommend any types of stocks, bonds, or ETFs that we don’t own ourselves. We design a plan that will keep step with your legacy as it moves from one generation to the next. And we do so with access to Richardson Wealth’s unparalleled team of in-house tax and estate planning professionals.

Christensen Group, precise planning for intergenerational wealth.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

9 May 2022
On the passage of time
View article

28 April 2022
Bonus Edition: Correction goes warp speed
View article

 

 

May 2022
Fixed Income
View article