Our commitment to safeguarding your wealth 

At Richardson Wealth, safeguarding your wealth is our top priority. We understand the hard work and dedication it takes to build and maintain your wealth, and we are committed to protecting it at all costs. Our team of experienced financial advisors understands the importance of personalized and tailored solutions to fit your unique financial needs and goals. With a focus on risk management, asset protection, and wealth preservation, we strive to provide you with peace of mind and financial security. Our commitment to safeguarding your wealth is unwavering, and we take pride in being a trusted partner in your financial journey.

 

Keeping your assets safe

  
  We understand that safeguarding your hard-earned wealth is of utmost importance to you. That’s why we make it our top priority to keep your assets secure. We follow the best practices in corporate governance and strictly adhere to the rules and regulations set by our regulatory bodies. To ensure that our clients receive the best possible service, we only bring on board the most experienced and knowledgeable Investment Advisors who undergo a thorough people, process, and performance review.
IIROC - Regulated by Investment Industry Regulatory Organization of Canada. CIPF - Canadian Investor Protection Fund Member

Regulatory oversight and protection  

  
As a member of the Investment Industry Regulatory Organization of Canada (IIROC), Richardson Wealth adheres to the highest regulatory and investment industry standards. Our commitment to protecting our clients and maintaining efficient and competitive capital markets is reflected through IIROC’s enforcement of rules regarding the proficiency, business, and financial conduct of dealer firms and their registered employees. Additionally, we are a member of the Canadian Investor Protection Fund (CIPF), which ensures that your assets are protected in the event of a Member firm insolvency, within defined limits that include cash, securities, and certain other property. You can rest assured that at Richardson Wealth, we take the security of your assets very seriously.  
 

Enhanced safety with coverage from Lloyd’s of London

  
  At Richardson Wealth, we take safeguarding your assets seriously. As part of our commitment to protecting your wealth, we have obtained a separate insurance policy through Lloyd’s of London. This policy provides an additional layer of protection beyond the basic coverage offered by the Canadian Investor Protection Fund (CIPF), doubling the coverage to $2 million for each general and separate account. This way, you can have peace of mind knowing that your assets are well-protected.

We invite you to learn more at www.richardsonwealth.com.