The next generation of wealth.

Let us simplify your life and help you reach your financial goals.

Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.

 

 


Events
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Robert McLean
Date: Jun 11, 2020 08:00 PM - 09:00 PM Pacific Daylight Time
Location: Secure Online Webex Vancouver, BC

The last few months have seen dramatic changes to how we live, work, and invest. Markets have seen unprecedented volatility and many valuations have been adjusted along with our expectations for what ‘normal’ will look like in a post-pandemic world.

  • Saving, Investing and a Stock Market Update

  • Real Estate in Greater Vancouver Update by Marty Majerski (ReMax)

  • Credit Conditions & Mortgage Approvals by Dave O'Mahony (BMO)

  • Current Opportunities

  • Open Q&A

RSVP
Latest Blog Posts
Green Shoots of April
Author: Robert McLean
With each passing day, 2021 is warming up both literally and economically. The sun is shining, and the natural world is springing to... Read more
March Towards Inflation
Author: Robert McLean
has kicked off to a jumpy start as stock markets worked to digest the recent increase in government bond yields. A number of systemic... Read more
Will the Games Stop?
Author: Robert McLean
More commonly known in Canada by their now-absorbed partner, Electronics Boutique (EB Games), GameStop is a brick-and-mortar video... Read more

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 2021

Our Tax & Estate team has prepared a special report for the 2021 federal budget. The analysis summarizes proposed changes and outlines potential implications for Richardson Wealth clients and their families. Read the full report here. 

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 April 2021
Market’s mood and flow
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19 April 2021
Bull market year 2 or 12?
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May 2021
Investor Strategy: Time for real assets?
View article