Connected Wealth - A true partnership to achieve your investment goals.

Connected Wealth, Richardson Wealth’s asset management service, is all about strong relationships. Our advisors serve as expert guides, working in true partnership with clients to provide complete clarity about how and where their money is at work.

Transparent: It’s your money and you should know at all times what you own and how it is being managed. This means complete transparency, at all times, about how we manage your money down to the individual strategy and position.

Efficient: In wealth management, costs and taxes matter. Our blended approach minimizes costs by combining cost competitive active management and low cost passive strategies.

Connected: We believe working in partnership with clients and advisors helps deliver objective and quality advice on asset allocation, manager selection or portfolio management. Our Purposed Asset Allocation overlay enables investors to better connect their investment objectives and how their money is invested.

Latest Blog Posts
Market Ethos - Stuck in a moment
Author: RWL
If you take a step back from the day-to-day market gyrations, it appears we are stuck. In 2021, both the TSX and S&P rocketed higher... Read more
Market Ethos - It's not 2008 all over again
Author: RWL
It’s fair to say that investors remember the last bear market the best; the one before that is a hazy memory, and if they have been... Read more
Market Ethos - No crystal ball
Author: RWL
It is fair to say we spend a good portion of our time researching, thinking and talking about what will happen this week, next week... Read more
Investor Strategy: Look through the zigs and zags
Author: RWL
Our view remains – markets can move higher on signs of softening inflation and clearly can move lower on signs of more inflation. Looking... Read more
Market Ethos - Taking stock
Author: RWL
The S&P 500 is roughly where it was two years ago, around 4,000. Since then, it has visited 4,800 (+20%) and 3,600 (-10%) – clearly... Read more


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A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.

Investor Strategy: Looking through the zigs and zags (March 2023)

Our view remains – markets can move higher on signs of softening inflation and clearly can move lower on signs of more inflation. Looking through the zigs and zags, we see the inflation data trend to the downside, just not in a straight, smooth line. BUT, the good news will be short-lived as the signs of a slowing economy grow louder and garner more attention. We remain renters of any rally and like bonds a little more with every tick higher in yield.

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Rent this rally, don't buy it (February 2023)
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2023 Outlook - Bear Market End Game (January 2023)

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Daily market commentary - The Launch Pad