Christensen Filion Team

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 Filion Team, 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 Filion Team, precise planning for intergenerational wealth.

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Tax & Estate Planning
Strategies 

 

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


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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