Building and protecting wealth for Canada’s most successful families and entrepreneurs.
Integrity. Innovation. Independence. These are the cornerstones of our success. They’re also what drive us to provide the best solutions and outstanding client service to Canada’s most successful families and entrepreneurs.
Whether it’s enhancing your ability to build wealth, or helping to maximize and preserve the financial independence you’ve achieved, our Investment Advisors have the expertise and experience to deliver unbiased advice to serve your unique needs. We’ll work closely with you to get a clear understanding of what’s most important to you and your lifestyle – focusing on your goals, tolerance for risk and investment horizon.
We are Richardson Wealth.
A team whose interests are fully aligned with your interests.
A place where you always come first.
At Richardson Wealth, we recommend the solutions we believe in, solutions that we believe will benefit you – not just us. And you can always trust we’re solely focused on protecting and enhancing your wealth so you can live more on your terms.We are a boutique-style firm that gives our Investment Advisors the freedom to serve and advise you in the way that’s best for you.
Your aspirations. Our business.
Let’s face it, when it comes to wealth, it’s not about how much you have — it’s about how money helps achieve your aspirations.
It’s also about controlling what you can and protecting what you can’t. And that’s our expertise.
At Richardson Wealth, we’ll take the time to understand what’s important to you. And to your family.
Our goal is to simplify your life and deliver results.
Understanding your needs.