Our client service pledge
We are committed to building relationships based on integrity and trust.
Our priority is protecting your interests and helping you meet your wealth management goals. This Client Service Pledge is our commitment to ensuring we have a mutual understanding of our respective roles and responsibilities.
What you can expect from us
Together, we will develop a comprehensive plan to help you achieve your long-term goals. As part of the process, we will examine investment, tax, estate, philanthropic, insurance and business succession planning needs. The process begins by developing your personalized Investment Policy Statement (IPS) detailing long-term goals, time horizon, risk tolerance and investment management procedures for monitoring your portfolio.
For families and business owners who may have complex needs, we will draw on our in-house wealth planning team for additional expertise. This multi-disciplinary group of professionals includes lawyers, accountants and estate planners, who develop an integrated Wealth Plan to protect, enhance and effectively transfer your estate to your beneficiaries.
Tax Saving Opportunities
For most clients, tax planning and minimization are key components of planning. We will evaluate your situation and recommend appropriate strategies including retirement planning, income splitting and integration of various tax efficient investment vehicles. We are always available to work directly with your other advisors including lawyers and accountants to ensure true integration of solutions.
Exclusive and Industry-Leading Products & Services
At Richardson Wealth Limited, our investment committee continuously reviews the economic and financial marketplace searching for trends and opportunities to protect and enhance our clients’ wealth. As a result of their findings we often develop new and exclusive product offerings.
We will monitor your account making appropriate recommendations to reflect changes in financial and economic conditions, legislation, as well as your personal circumstances.
We are available to assist and help with your inquiries. We promise to return phone calls and emails the same day. We believe in personalizing communication requirements for each client. You choose what information you would like to receive, how you would like to receive it and how frequently.
We believe in keeping you informed and are always available to help review and interpret the reporting you receive including:
Monthly and quarterly statements
Secure online access to your account 24 hours a day, 7 days a week
Customized performance reporting – prepared annually or more frequently if you wish