"One of the most vexing challenges for any business owner is peering into the future and imagining their business in transition — to whom, at what price and when? Transitioning family wealth to the next generation has always come with it’s unique challenges. Perspective and introspection can be elusive. The Island Wealth experience in beautiful Prince Edward Island is more than a transformative retreat from the noise and chaos — it’s a safe harbour for families, that inspires audacious dreams. The Founder of the Island Retreat, Stephen Cudmore, is also the creator of the Scroll, a visually stunning tool that captures a family’s past while charting a course for future generations to see and celebrate. Preparing heirs by sharing your wisdom can be the greatest gift of all. It’s a familiar storyline best exemplified by the Father’s of Confederation who met in PEI more than 150 years ago and laid the foundation for the wealth you’ve created and will one day relinquish.
– Tom Deans Ph.D., Author of Every Family’s Business and Willing Wisdom
What our clients say about us
“ I have worked with Stephen, Jonathan and Garth for many years both with my personal business and with my clients. They are a very strong and committed Team and excel at understanding their clients needs and fashioning a personalized financial plan. Their integrity is quickly noted and appreciated by their clients.
I particularly like their commitment to the community in the organizations they support both financially and with their volunteer time and talents. “
– W. Carew
"I have worked with the Cudmore Ross team at Richardson Wealth for many years. I know them to be an extremely knowledgeable, professional and a cohesive group that I trust explicitly. The Cudmore Ross team do an exceptional job of helping articulate you and your family’s current lifestyle needs and future plans, and relating this to your investment strategy. I consider each of them friends as well as advisors, and enjoy peace of mind knowing they are genuinely concerned with helping me achieve my goals."
– L. Compton
"Prior to selling the business our time and energy was spent in the business and with family. That didn't leave much time for becoming an expert on investments. Now that the business is sold, we appreciate how our investment plan is integrated with our financial plan and that we can do unlimited "what if" planning scenarios to help pursue our retirement goals with confidence!"
– R & S Kerr
"Garth introduced us to an Individual Pension Plan (IPP) many years ago when we owned and operated the Clarks Toyota Dealership in Summerside. This unique retirement strategy for business owners was very beneficial to us over time as it allowed us to increase our registered retirement savings over and above what we would have done with RRSPs while at the same time providing our company with the tax savings on the plan contributions and investment fees."
– D. Clark & S. Clark
"As somebody in a service oriented business, I always take note of exceptional client service. Julie embodies this in every interaction. She is prompt, professional, and always a pleasure to deal with."