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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.

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Investor strategy

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: Road not taken - November 2022

The next few quarters will likely remain volatile in both directions. Fortunately, entry points today in either equities or bonds do offer a compelling 12-month outlook. In a year, inflation will likely have subsided to a degree. If a recession arises in North America, it should be largely played out by that point. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given current yields and valuation. Based on this view we remain comfortable with being market-weight equities and bonds. Should either market sell off more, it would be more enticing to go overweight at that time.

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Investor Strategy: When does the bear market end? - October 2022

Even after the strong mid-summer rally, markets were left in a slightly negative position to end the quarter. In Canada, the S&P/TSX finished down -1.4% and the S&P 500 finished slightly worse down -4.9% (USD). Market drawdowns in the US were not drastically in favour of growth or value, in fact, value surprisingly finished marginally worse than growth over the quarter by about 2.0%. That is not something you would expect in a rising rate environment but is something you would expect in the final stage of a bear market that sees more indiscriminate selling. With Q3 coming to a close, the question is, when does the bear market end?

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Investor Strategy: Summer Sizzle Fizzle - September 2022

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Investor Strategy: Second half off to a good start - August 2022

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Investor Strategy: Our halftime report: a recap and a playbook - July 2022

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Investor Strategy: Passive or Active? Why not both? - June 2022

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Investor Strategy: Portfolio Construction, continued: Fixed Income - May 2022

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Investor Strategy: Volatility in the house - April 2022

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