Since 2021, Eric Johnstone and Claude Ouellette have continued to build a valuable partnership with their advisors Will and Mike. In addition to their breadth of knowledge and experience, they especially appreciate the team’s commitment to the Guelph community.

After moving back to Ontario from the west coast in 2019, Eric and Claude, both professionals with experience in finance, completed an extensive search for a local advisor who could offer a personalized, fee-for-service model.

"I was interested in someone who is invested in the Guelph market, who you could have a cup of coffee with and talk about building our community as well as our investment plans," explained Claude. Their familiarity with the Richardson Wealth brand also provided comfort, knowing it is a trusted Canadian investment firm with robust infrastructure.

Eric appreciates Will and Mike’s approach to understanding the couple’s long-term financial goals. "The initial focus was on the connection, and this is who I am… what motivates you, where are your priorities?" he said. This relationship-building has been crucial in fostering trust and confidence.

Availability and clear communication are standout features. "Will is frequently trying to get hold of us to check in or update on something. It can be hard to find us, but he’s been very good, very persistent!” laughs Claude. The team’s proactive reminders about important tasks, like updating wills, have also been particularly helpful, he says.

In recommending the team, Claude highlights their compatible strengths. "Will and Mike bring very different and complementary things to the table. I trust the package," he said.