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 - Gold has lost some of its mojo
Author: Brett Gustafson
Gold has not been reacting normally to the recent drop in real yields. In this Ethos we share our views on the yellow metal. Click... Read more
Market Ethos - Investors are getting smarter
Author: Brett Gustafson
Based on fund & ETF flows, investors did a much better job navigating the 2020 bear / recovery compared to past periods of market turmoil... Read more
Market Ethos - Signal Vs. Noise
Author: Brett Gustafson
Is the recent bond market signaling slowing economic growth or is it just noise? In this Ethos we share our view on yields and outlook... Read more
Investor Strategy - 2021 Half time
Author: Brett Gustafson
2021 is half over and given how markets have advanced, there should be a good half time celebration. In this Investor Strategy: Mid-year... Read more
Market Ethos - Normal is gaining momentum
Author: Brett Gustafson
With improving signs of mobility based economic data, spending on travel, leisure, dining out and patios is on the rise. Add this to... Read more


Investment strategies
Connected Wealth 


Get our latest portfolio updates and investor materials.

Purpose Behavioural Opportunities Fund

Purpose Tactical Asset Allocation Fund

Purpose Core Equity Income Fund

SMA Mandates




Train arriving, symbolizing timely insights

Market research


Get the latest market insights and trends from our internal research experts.

26 July 2021
Gold has lost some of its mojo
View article

28 June 2021
Investors are getting smarter
View article


July 2021
Investor Strategy: Half time with a big lead
View article

Sign up to have Market Ethos delivered directly to your inbox.

Bridge support

Helping investors reach their long-term goals
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.


April 2020
Flipped Radical
View Article

March 2020
Air Pocket
View Article

February 2020
Markets catch a cold
View Article

January 2020
2020 Outlook - Challenging
View Article

















Daily market commentary - The Launch Pad