OUR APPROACH
 

 

Rooted in authenticity, growth, and partnership.

LEWIS DYCK -

“When it comes to our clients, our top priority is the protection of capital, income paid, and solid, sustainable holdings that 
trend upwards.”

OUR PROCESS

 

CONNECT

We believe in good, long-lasting, client relationships. We want to get to know you and we also want to give you the opportunity to know us.

 

PROVIDE STRUCTURE

We employ our resources and areas of expertise to ensure various aspects of our clients lives are properly structured.

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REVIEW, REASSESS, ADAPT

We are constantly reviewing and assessing changing markets and your changing life situation to ensure we are adapting accordingly and providing the right services for the benefit of our clients.

 

IDENTIFY CLIENT'S NEEDS

After getting to know you, we work with you to determine what your needs are, what is important to you, and how we can help.

 

INVEST (AS A RESULT OF THE PROCESS)

When it comes to investing for our clients, our priority is to acquire high-quality holdings that enable a market position that is poised for your needs (income, growth, or both) and protective of our your assets.

 

OUR APPROACH

Build authentic relationships.

Authentic relationships are a foundational part of wealth management. We want you to feel heard and understood. We want to know your values and ambitions, your goals and fears so we can align your plan with your vision. The goal is to create long-lasting relationships built on trust and transparency. 

Invest for growth and protection.

During the investment process, we carefully consider your goals and assess your risk tolerance. We always act in your best interest, offering unbiased investment advice that prioritizes high-quality holdings poised for income and growth while also protecting your assets.    

Find the right partnerships.

Part of providing holistic service is getting you the resources and guidance to meet your needs. We’ve developed a network of partnerships with professionals in supporting services to broaden our service offerings from Richardson Wealth’s in-house team of tax and estate planning professionals to outside legal counsel and advice on wills, estate planning, tax efficiency, corporate structure and intergenerational planning.
 

BUILDING MEANINGFUL RELATIONSHIPS

with integrity, authenticity and delivering value.

 

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