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 - Energy rally sustainable?
Author: RWL
Given the run-up in oil prices, Canadian oil equities have clearly benefited from the much higher torque. But there is a layer of even... Read more
Market Ethos - Don’t count out the loonie
Author: RWL
The CAD vs USD exchange rate has been on the move over the past few months, to the detriment of the loonie. After rising into year-end... Read more
Market Ethos - Dividend disruption
Author: Dolores Jandoc
The dividend space has clearly become challenging over the past year, given higher bond yields. But it isn’t just bond yields. The... Read more
Investor Strategy: The importance of asking ‘why’?
Author: RWL
There was very little to complain about in Q1. Bonds were down a smidge, but really only on the longer end of the curve. Add some credit... Read more
Market Ethos - Has anyone seen my IPO?
Author: RWL
The IPO market has remained very quiet. In North America, $5 billion of IPOs began trading so far this year, on pace for the bleak... Read more


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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.

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Investor Strategy: Whistling past the graveyard (May 2023)
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Investor Strategy: Time to play defense (April 2023)
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for a copy of the report


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

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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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