Our Approach

Our client base is diverse with unique needs and ideas about how they want their life to look. We’ve always embraced that uniqueness, spending time to meet with clients and get to know their needs, objectives and overall risk profile.

As part of our process, we conduct an investor profile questionnaire, a tool we find helpful for wading through the intangibles of risk to build an authentic understanding of your comfort level with the market’s uncertainties. It’s a deliberate and thoughtful process.

From there, we create a personalized Investment Policy Statement. This mandate sets the guiding principles for how to manage your portfolio. We devote significant time to creating a financial plan. We see the financial plan as a roadmap for your financial journey.

Every aspect of our process is rooted in our foundational values: trust, confidence and long-term planning.

Our services

 

Investment Planning

With a disciplined, long-term, discretionary approach, we establish the optimal asset allocation, investment selection and diversification to give you the best return possible for your level of risk.

Financial Planning

A thoughtfully designed financial plan is the first step in helping you meet your investment objectives and lifestyle goals. We ensure no aspect of your financial well-being is overlooked.

Business Transition Planning

You've devoted your life to building your business and now it's time to transition. With careful planning surrounding business continuity, contingency, and the what-ifs we help you and your family reap the benefits of your hard work.

Estate and Trust Planning

Estate planning is about legacy. With an empathetic and thorough approach, we develop a strategy to preserve and grow the wealth you’ve built, readying it for the next generation or philanthropic endeavour when the time comes.

Insurance Solutions

Life is unpredictable, situations change. Drawing from our expertise in assisting professionals and their families along with the support of Richardson Wealth’s in-house team of insurance specialists, we develop a suite of tailored insurance solutions designed to meet your specific needs and provide you with peace of mind.* 

Reach out to learn how we can get you where you want to be.

 

*Insurance products and services including life insurance, segregated funds and accident & sickness insurance are offered to you through Richardson Wealth Insurance Services Limited (“RWISL”). RWISL is licensed as a life insurance agency in various jurisdictions across Canada including BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Insurance products are not covered by the Canadian Investor Protection Fund.  Richardson Wealth is a trademark of James Richardson & Sons Limited, used under license.