Our approach

Our approach is tailored to every client's needs – whether you’re a healthcare professional or a high-net-worth widow trying to find footing in the aftermath of loss. We work with retirees and young professionals at the start of their careers. Our clients represent a cross-section of professionals in Atlantic Canada.


In the discovery phase, we strive to understand who you are, what you need, and where you want your wealth to take you. We talk about your goals and develop a picture of how you want your life to look. 


The next step of the process is gathering all the relevant information and paperwork to develop an in-depth financial plan. With Richardson Wealth’s MyNextGenPlan software, we’re able to model any scenario you’d like to evaluate and develop a dynamic plan that’s flexible to your life’s goals. Your financial plan informs the investment proposal which looks at how we structure your portfolio as discretionary portfolio managers. Taking into account things like your cash flow needs, values, and goals, we develop the right mix of bonds, stocks and alternative investments to meet your needs.


Life changes and your needs evolve, which is why we constantly monitor your success. In addition to an annual review in the Fall, we also offer quarterly updates to ensure you know where you’re at in your goals. This gives you an opportunity to reacquaint yourself with your financial picture while also giving you peace of mind.