Our vision

Objective, tailored portfolios

Before becoming a team in 2011, we worked together for 12 years at a previous firm, collaborating on overseeing a suite of funds specifically structured to meet the needs of private clients. We share the same investment approach, business philosophy and personal values.

We were both drawn to the entrepreneurial nature of this business and remain fascinated by the ever-changing challenges of the markets and the economy. We work with Richardson Wealth because we strongly value the freedom the firm gives us to serve our clients’ best interests within an open architecture environment, free of product or platform bias. Here, we can advise you and structure portfolios using a wider universe of investment options—solely on the basis of what will best help you achieve your objectives.

We also reside at this firm because it believes in delivering personal, one-on-one attention. This commitment to boutique service was a key factor in our decision.

You have worked hard to build your capital and we understand whose money we are investing. We listen carefully to your preferences and commit to honouring them.