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.
 


 

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Tax & Estate Planning
Strategies 

 

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

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective 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

27 November 2023
Land of the rising sun still shining
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20 November 2023
False start for inflation victory lap?
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Investor Strategy

November 2023
Here for a good time, not a long time
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