Personalized experience with you and your family in mind

At Richardson Wealth, we understand that each of our clients has unique financial needs and objectives. 

That’s why we provide a personalized experience to every client, where we listen, learn, and add care to every interaction. Our Investment Advisor teams take the time to understand your specific goals, challenges, and priorities, so we can develop a customized strategy that aligns with your unique financial situation.

We believe that a personalized approach to wealth management is essential, and our commitment to providing individualized care is at the core of everything we do. Our Tax & Estate Planning professionals work closely with our Investment Advisor teams to create a comprehensive Wealth Plan that is tailored to your specific needs and goals.

Our dedication to our client’s success is reflected in every aspect of our business, from our Investment Advisor teams to our support staff and professional networks. We believe that earning your trust is crucial, and we strive to go above and beyond to deliver exceptional service and care.

At Richardson Wealth, you can trust that your financial well-being is in capable hands. With our personalized approach, you can rest assured that your unique needs and goals are our top priority.

We invite you to learn more at

A Great Place to Work

For the fourth consecutive year, our firm has been recognized as a Great Place to Work® and named one of Canada’s Best Workplaces™ for 2022. As a company, we’ve always known that we provide an exceptional work environment, but it’s especially meaningful to receive this recognition directly from our employees. Our Advisor teams and individuals are the backbones of our success, and we’re proud to have a team that believes in and supports our values.

Our commitment to gender equality is reflected in our recognition as one of the Best Workplaces™ for Women in 2021. We’re proud to be an organization that not only talks about inclusivity and diversity but actively promotes it in our corporate and public communities.

In a year of challenges, we’re honored to have also been recognized as a Best Workplace™ for Mental Wellness. We understand the importance of supporting our employees’ mental health, especially in times of crisis. At our firm, protecting and nurturing the well-being of our team is a top priority.

This recognition speaks to our culture of trust and the unwavering commitment we have to our clients, communities, and each other. We’re proud to be among the most highly regarded companies in Canada and will continue to maintain our high standards of excellence.

Best Workplaces: Canada 2022. Best Workplaces for Hybrid Work 2022. Best Workplaces in Financial Services & Insurance 2022. Best Workplaces for Women 2021. Best Workplaces for Mental Wellness 2021. Best Workplaces in Ontario 2021.