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 - 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
Market Ethos - Inflation: the long goodbye
Author: RWL
The primary cause of market declines in 2022 was inflation and the subsequent response by central banks. Rates higher, yields higher... Read more
Market Ethos - Welcome to the world of gold
Author: RWL
If you have ever held gold within your portfolio, it is a safe assumption that you found the experience frustrating. Sometimes, the... Read more
Investor Strategy: Bubbles popping and gravity are inevitable
Author: RWL
The history of markets is filled with examples of bubbles, creating great wealth on the way up and subsequently destroying much wealth... Read more
Market Ethos - Looking for yield in all the right places
Author: RWL
Higher yields everywhere from cash, to GICs, to bonds, even to dividend-paying equities has created perhaps one of the most recurring... 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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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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Daily market commentary - The Launch Pad