We guide entrepreneurs, professionals and families in the Waterloo Region to achieve financial peace of mind through holistic wealth management.

We tailor investment strategies, tax planning, and insurance around your unique goals, from your aspirations to your everyday needs.

As part of Richardson Wealth, one of Canada’s leading independent firms, we always prioritize our clients’ best interests and uphold the highest fiduciary standards.

Across Canada, we work with and empower professionals, entrepreneurs, and their families to achieve their financial goals. From Kitchener-Waterloo and beyond, we help you navigate complex financial decisions, including:

• Customizing your investment strategy by determining why, how, and when to invest.
• Cash flow planning and decumulation strategies.
• Defining and optimizing compensation strategies (dividends, T4, etc.)
• Setting up Individual Pension Plans (IPPs) to increase your sheltered contributions and lower your after-tax expenses.
• Investing within professional and private corporations
• Strategic philanthropy.
• Managing and covering risks with insurance.
• Integrating your tax, investment, and financial plans.

Our focus is on you. We tailor your financial plan to your unique goals and aspirations, so you can live a fulfilling life.

Your interests come first. Our charges are transparent and determined by the amount of assets you have entrusted us with.

This ensures our focus remains on your financial success.

We offer unbiased advice and do not sell “in-house” products or earn commissions. This structure aligns our goals with yours – building a strong financial future for you.

We act with the utmost fiduciary responsibility. Everything we do is in the client’s best interest in mind. We rely on corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies. 

Richardson Wealth is a member of the Canadian Investment Regulatory Organization (CIRO), formerly known as IIROC, which sets high quality regulatory and investment industry standards, protects investors, and strengthens market integrity. 

Richardson Wealth is also a member of the Canadian Investor Protection Fund (CIPF). CIPF’s mandate is to provide protection to customers of Canadian Investment Regulatory Organization (CIRO) Members if they become insolvent. 

We are committed to enhancing the safety of your assets with additional coverage beyond CIPF limits, secured through a separate insurance policy from Lloyd's of London.

For more information about security and how we protect our clients’ assets, reach out to us.

Our offices are in Kitchener, Ontario, and we serve clients locally and throughout Canada. Richardson Wealth’s 22 national office locations provide a convenient point of contact for clients outside of the Waterloo Region.