Rethinking Wealth

Comprehensive wealth and financial management

As a seasoned Portfolio Manager, I provide a strong combination of extensive industry experience across all market cycles and a deep and thorough understanding of all fundamental and technical aspects of the financial markets which the casual investor may not observe.

I work closely with my clients to build and manage blue chip portfolios using a core investment process which I have developed and refined over the last 20 years.  Further at Richardson Wealth, I provide unrestricted, unbiased advice on a full universe of financial products and solutions using a transparent fee based platform.


Customizing investment portfolios for my clients and carefully managing their hard earned wealth are only a few aspects of the work that we do for them.  With support from Richardson Wealth's Tax & Estate Planning experts, I guide and educate my clients through every step of the wealth management process.

For more details on how we can help and how you can learn about my core investment process, please continue on to my website.
 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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August 2021
S&P 500 - 9 Months, 9 New Record Highs
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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