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 - Dividends are back, but exposure matters
Author: RWL
Dividend-focused investing underperformed the broader market by a decent amount in 2022 and 2023, just by a sliver in 2024 and roughly... Read more
Investor Strategy: Halfway check-in: Comfortably numb?
Author: RWL
Markets have enjoyed a good start to 2025, albeit with one helluva ride. From initially underreacting to the policy threat of tariffs... Read more
Market Ethos - Valuations leave little room to stumble
Author: RWL
The S&P 500 has peaked out at around 22x a few times over the past five years. And while the TSX has seen valuations as high as 18x... Read more
Market Ethos - The hedge debate
Author: RWL
Accurately forecasting where a currency is going to go next is rather challenging. Additionally, for a Canadian’s portfolio there are... Read more
Market Ethos - Mind the cap
Author: RWL
One recurring discussion topic over the past few months has been the size factor — specifically what to do with small or mid caps.... Read more

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