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 - Kapow!!
Author: RWL
Well, that was a day! A better-than-expected U.S. CPI (inflation) print kicked off the largest one-day rally the market has seen since... Read more
Investor Strategy: Road Not Taken - November 2022
Author: RWL
The next few quarters will likely remain volatile in both directions. Fortunately, entry points today in either equities or bonds do... Read more
Market Ethos - Defanging the FANGMAN
Author: RWL
2022 has not been a fun year to be an investor, an advisor, and – most definitively from personal experience – a portfolio manager... Read more
Market Ethos - No white flag just yet
Author: Dolores Jandoc
After posting its third consecutive quarter of declines, the stock market has managed to stay slightly positive so far in October—despite... Read more
Market Ethos - Uncertainty is the name of the game
Author: Dolores Jandoc
Last Wednesday, if you somehow had a premonition that the Consumer Price Index (CPI) was NOT going to show signs of cooling but instead... Read more

Bridge

Investment strategies
Connected Wealth 

 

Get our latest portfolio updates and investor materials.


Managed Portfolios

 

 

 

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.
 

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.

Click here for a copy of the report.
 

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?

Click here for a copy of the report.

 

Investor Strategy: Summer Sizzle Fizzle - September 2022

Click here for a copy of the report.

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

Click here for a copy of the report.

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

Click here for a copy of the report.

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

Click here for a copy of the report.

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

Click here for a copy of the report.
Investor Strategy: Volatility in the house - April 2022 

Click here for a copy of the report.

Portfolio Construction: March 2022

Click here for a copy of the report

Trend Reversals:  February 2022
Click here for a copy of the report

2021 Recap and 2022 Market Outlook - January 2022
Click here for a copy of RWL’s Investor Strategy


 

 



 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

Daily market commentary - The Launch Pad