Protecting your family wealth

You’ve worked hard to build your family’s wealth — and protecting it is just as important. At Richardson Wealth, we understand that safeguarding your assets is essential to preserving your legacy and ensuring long-term financial security. That’s why our advisors bring deep experience, sound judgement and a multi-generational perspective to every client relationship.

With offices across the country, we’re committed to asset safety at every level. We follow corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies: Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF). Your assets are held in custody with Fidelity Clearing Canada ULC, our full-service carrying broker, providing additional strength and security.

Regulatory oversight and protection.

Richardson Wealth is a member of the Canadian Investment Regulatory Organization (CIRO), which sets high quality regulatory and investment industry standards, protects investors and strengthens market integrity while maintaining efficient and competitive capital markets. CIRO carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of dealer firms and their registered employees and through setting and enforcing market integrity rules regarding trading activity on Canadian equity marketplaces.

Richardson Wealth is also a member of the Canadian Investor Protection Fund (CIPF). CIPF was created by the investment industry so that your assets, within defined limits (including cash, securities and certain other property), are protected in the case of a Member firm insolvency.

Over 130 years of strength, stability and trust

Our parent company, iA Financial Group, is one of Canada’s largest insurance and wealth management firms. Founded in 1892 and publicly traded on the Toronto Stock Exchange as IAG since 2000, iA Financial Group’s ambition is to be the leading financial institution that best combines the human and digital experience.

Rooted in shared values of independence, trust, and excellence, iA Financial Group and Richardson Wealth share an unwavering commitment to helping clients achieve the best possible outcomes.

The benefits of Richardson Wealth

Richardson Wealth’s story is one of limitless possibilities, grounded in a deep understanding of what clients need to thrive across generations. We are proud to be part of the iA Financial Group, a leading non-bank wealth platform in Canada — fast becoming a destination of choice for the country’s top advisors and their clients.

Richardson Wealth advisors are among the most experienced and respected in the industry. They are invited to join our firm based on their integrity, long-term client relationships, and ability to navigate complex markets with sound judgment. We support them with investment opportunities and access to top-tier research — all designed to help you diversify, grow and protect your portfolio.

Our advisors provide independent advice and their recommendations are tailored to your unique needs, whether you’re planning for the future, protecting what you’ve built, or creating a lasting legacy. Doing what’s right is at the heart of everything we do, for you, your family and your future.

We invite you to learn more about Richardson Wealth: www.RichardsonWealth.com


Officially one of Canada’s Best Workplaces™

We have always known our firm is an exceptional place to work and now it’s official once again. For the fifth year in a row, we have been certified as a Great Place to Work®. Not only that, we’ve again been recognized as one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2025. This recognition means so much because it comes directly from our employees, and what they say as a whole about their work experience in our offices across the country. Our firm’s success, strength and effectiveness is a direct reflection of the advisor teams and individuals who work here.

Our firm has also been named on the 2021 list of Best Workplaces™ for Women. This endorsement is a wonderful testament that we don’t just talk-the-talk, we walk-the-walk with our commitment to the advancement of gender equality in our corporate and public communities.

And, at a time when many of us continue to face many challenges, we are proud to have also been recognized as a Best Workplace™ for Mental Wellness, highlighting our dedication to preserving an environment that makes mental health a top priority. We believe protecting and nurturing employee wellbeing has never been more important.

Great Place to Work badges

Reflecting our culture of trust and the way we work, these recognitions underscore our deeply ingrained principles and unwavering commitment to each other, our clients and communities. Ultimately, we believe this is a true reflection of our culture of trust and the way we work. We’ve joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be one of Canada’s Best Workplaces™.

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Insights

 

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