Hickey Partners Private Counsel

Big picture thinking from your personal CFO. 

At Hickey Partners Private Counsel, our clients look to us for the big picture. A lot of the healthcare professionals and high-net-worth families we work with in Atlantic Canada are used to professional services like accounting, legal and insurance being siloed. That’s not the way we work. We provide financial planning, investment management and tax planning, acting as a single point of contact and coordinating with your outside counsel. You’re the CEO, and we’re your CFO; overseeing all manners of your wealth and making adjustments to your financial plan and investment portfolio as you move through life’s milestones.

We’re one of few teams in Atlantic Canada with the Chartered Financial Analyst® (CFA) designation, committing us to the highest standards of experience and code of ethics in the industry. As part of Richardson Wealth, we have access to some of the country’s top tax and estate planning experts who can work with your outside counsel.

We’re experienced. We have an in-depth understanding surrounding the nuances of protecting and growing your wealth. We work extensively with our client base of high-net-worth families which includes physicians, dentists, veterinarians, business owners, and retirees.

We’re independent. As discretionary portfolio managers, we’re qualified to make investment decisions that align with your goals and values. With Richardson Wealth, we’re never pressured to offer a product or service, we offer unbiased advice that’s always in your best interest. This allows you to offload the stress and responsibility of managing your wealth and free up your time to focus on the things you value most in life.

We’re focused on education. We’re highly qualified and seek to demystify life’s biggest financial decisions and adjust your financial behaviour so you can be confident in your wealth and how it enables your lifestyle. 

With Hickey Partners Private Counsel you get big picture thinking from your personal CFO.

Richardson Wealth
Charlottetown Office

80 Grafton Street, Suite 500
Charlottetown, PEI C1A 1K7 Map

Richardson Wealth
Halifax Office

1959 Upper Water Street, Suite 1800
Halifax, Nova Scotia B3J 3N2 Map



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Tax & Estate Planning


Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research


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

Market Ethos

22 April 2024
Energy rally sustainable?
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15 April 2024
Don’t count out the loonie
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Investor Strategy

April 2024
The importance of asking ‘why’?
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