The next generation of wealth. 

Rory O'Connor & Tim Engelbert 
Strategic, objective counsel for discerning investors 

With a commitment to quality and confidentiality, we focus on advising successful professionals, business owners, foundations and well-established investors from across Canada, to address the complex challenges of managing significant wealth. Beyond our university degrees and professional accreditations, our team brings a significant amount of combined financial markets experience to the table.

Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth, while preserving and protecting your wealth so it can be enjoyed across multiple generations.

The hallmarks of our services include strategies for preserving capital, managing risk, achieving returns in all market conditions, minimizing taxes on invested capital and providing access to innovative and exclusive investment opportunities. 

Grounded in our four core values – respect for our clients, integrity, discipline, and independent thinking – we offer a highly personalized approach to wealth management that has served our clients well over many years.  We are proud to embody the entrepreneurial spirit of Richardson Wealth, Canada’s largest independent investment firm, along with the personal service of a multi-family office approach.
 


 

Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson Wealth is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

In the News: Top Teams of 2020

The O’Connor Engelbert Investment Group was recently featured in Wealth Professional magazine as one of the eight leading teams in Canada. Appearing in the magazine’s May 2020 edition, the advisory team explains how they’ve been able to achieve more with a collective approach than they ever could have on their own.

 

Click here to read the article.

 

 

 

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Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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August 2021
S&P 500 - 9 Months, 9 New Record Highs
View article