Balancing purposeful investing with effective tax management.

Investment strategies can change as life changes — and as we all know, life can change in an instant. That’s why we work to develop long-term relationships with our clients. It’s much easier for you to navigate challenges and changes when you have a trusted advisor to turn to — one who understands your goals and personal circumstances and who can make recommendations based on careful analysis and industry expertise.

Our approach is holistic, strategic, and focused on helping you consistently grow your portfolio. We’re here to help you for the long term, as you build your wealth and prepare for retirement and afterwards, when your focus shifts to preserving your capital, reducing taxation, and living out your dream.

As part of Richardson Wealth, we have access to tools and resources that allow us to serve clients across the country. We’re licensed to practice in Quebec, Ontario, Nova Scotia, British Columbia, and Alberta, which allows us to bring our insight and reliable advice to you — and your friends and family — down the street from us in Montreal, or across the country.

Get in touch and find out how we can help you formulate a personalized plan for the future — starting today.