First in Canada to achieve fiduciary certification
Richardson Wealth is the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account platforms. This certification is proof that we do what we promise: place our clients’ best interests ahead of all else. In this, we are leading the way for the industry.
To further ensure the alignment of client and advisor interests, each one of our Portfolio Managers is invested in Richardson Wealth as an owner. This approach is different than what you find at other investment firms — as is the result. Each one of us works to ensure that the priorities of the business are fully aligned with your priorities. We are accountable to the most important group of people: our clients.