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
Pandemic, Polls, & Positioning
Author: Richardson Wealth Asset Management
It is almost election time. In the November installment of investor strategy you will find: Market recap Election time Pandemic 2nd... Read more
Earnings Dance
Author: Richardson Wealth Asset Management
In this week’s Ethos, it is all about earnings. Q3 season is upon us and we take a look at how the market often overreacts to earnings... Read more
Active vs. Passive
Author: Richardson Wealth Asset Management
In this week’s Ethos we update some of our analysis on the active vs passive debate. With such a narrow market this year led by the... Read more
A Recession Like No Other
Author: Richardson Wealth Asset Management
The current recession and recovery are not like past cycles, few excesses, hitting service jobs the most, stimulus early and BIG. In... Read more
Investor Strategy - A Loveless Recovery
Author: Richardson Wealth Asset Management
Here comes the final quarter to a crazy year. In this month’s investor strategy: Market recap – Q3 defying conventional wisdom Asset... 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.

18 January 2020
Continued warming to emerging markets
View article

4 January 2020
Investor lessons from 2020
View article


January 2021
Investor Strategy: 2021 optimistic start
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