Our expertise

Our greatest strength is our honest and open nature. We love watching our clients move through life’s milestones confident in their wealth plans. We’re transparent and unbiased. With Richardson Wealth we’re never pressured to offer a certain product or service, we offer advice that’s always in your best interest. We don’t shy away from challenging conversations and we work hard to find solutions that align with your unique set of goals, needs, and values. 

We have nearly 30 years of experience in portfolio construction, RRSPs, RRIFs, and investment trading strategies. We also have the qualifications to advise you on a full range of investment vehicles, including U.S. and Canadian securities, options strategies, bonds, mutual funds, managed money, financial planning, insurance, and estate planning. 

Qualifications

• Canadian Securities Course
• Conduct and Practices Handbook Course
• Professional Financial Planning Course
• Canadian Options Course 
• Level II life insurance license