Leading the way: Top firm five years running
Once again, Richardson Wealth has ranked number one in Investment Executive’s annual Brokerage Report Card.
This is our fifth year in a row, topping the chart above the banks and other national independents.
The ranking is part of an annual survey of advisors across the country. Richardson Wealth ranked as the top overall wealth management firm and, most importantly, received a perfect "10” in the category of most importance: giving advisors freedom to make objective product choices.
"Providing clients with unbiased advice is the cornerstone of what we do,” says Andrew Marsh, President and CEO of Richardson Wealth. "These results demonstrate that not only do we deliver on that promise—we do it best. Our unique partnership culture empowers our Advisors to recommend solutions that truly serve their clients’ interests best. In that respect, as stewards of your wealth, we continue to lead the industry.”
"We are also proud to see that we have once again maintained our leadership in all categories related to serving the particular needs of affluent Canadian families: will and estate planning, tax planning, insurance planning, planning for post-retirement income, and strategies for accumulating assets for retirement,” adds Marsh. "But don’t expect us to rest on our laurels. We continue to enhance our services to ensure that our Advisors are able to offer their clients the best, most comprehensive, wealth management solutions available.”
Contact us to take advantage of our industry-leading services.