Continuing a unique heritage.

To reflect a distinctive philosophy, our integrated wealth management team is exclusively focused on serving and working with families and entrepreneurs who have accumulated great wealth, and seek a high level of personalized service. 

For more than 25 years, our Team has cultivated a philosophy of excellence, by providing a personalized approach, an exemplary attention to details as well as a proven expertise in wealth management. 

"Simplifying the lives of our clients" is at the core of our client centric culture. The benefit of our experience and expertise allows them to take advantage of the most important moments of their lives. 

2019 Wealth Professional Awards winner - Advisor of the year
2018 Portfolio Discretionary Manager of the year 2019 Global Advisor of the year

 

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Francis Sabourin
 
"We simplify the lives of our clients"

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Federal budget 2021

Our Tax & Estate team has prepared a special report for the 2021 federal budget. The analysis summarizes proposed changes and outlines potential implications for Richardson Wealth clients and their families. Read the full report here. 

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

10 May 2021
When a dollar is not just a dollar
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26 April 2021
Market’s mood and flow
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May 2021
Investor Strategy: Time for real assets?
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