We illustrate your life goals so that you can achieve them
After gathering all your personal information and learning what you want your wealth to accomplish, we create your vision document, illustrated with photos of what your life will look like. We then use this document to guide all our actions.
- Your two-year roadmap of the steps we will take to accomplish your vision simplifies the process.
- Your tailored portfolio will be built from the ground up according to your goals. At Richardson Wealth, we’re free to choose from a wide universe of investments without bias to any product or platform.
- Your financial goals are reported on each quarter, along with a wealth management topic that relates to your goals. Quarterly discussions ensure that changes to your personal and family life are quickly integrated into your plan and vision.
- Working closely with the accountants, lawyers and tax specialists on Richardson Wealth’s Tax & Estate Planning team gives you the benefit of specialist support.
- Your costs to invest are transparent, competitive and calculated as a percentage of your assets under management. Costs to invest in your non-registered accounts are tax deductible
Request a customized road map
"I’m very impressed by how Rosemary handles herself and her client’s assets. I won't hesitate to recommend her to my friends and family."
— Angel M.
"My wife and I are grateful for your stewardship of our retirement funds - nothing to worry about in our "golden years".
— Ann & Kerr C.
"Thank you so much for having us! I found that session so interesting and so helpful. You’re such an engaging speaker! I will definitely be in touch soon and would love to attend the next workshop."
— Julia C.
My husband and I are second generation family financial investment customers of John Horwood and Team. John and his team came highly recommended to us by my husband's late father (chartered accountant) who was a longtime client and friend of John Horwood and team.
Over the years, Richardson Wealth has exceeded our expectations both in investment strategy and customer service. We have regular ongoing meetings and touch base conversations over the investment year with John. Meetings are both professional and friendly. Rosemary Horwood provides a great meeting agenda and summarizes meeting activities, while supplementing with required reading material which is very helpful.
We take comfort knowing that John generally recommends investments that he personally invests in, so I know our interests are aligned and he has done all expected Due Diligence. He takes a genuine interest in our Family’s overall personal and professional well-being, and supports us in ways that go far beyond what you could expect from “professional advisor”.
Last year my investments led to double digit growth! On a personal level, John and his team take the time to engage and understand us as customers both personally and professionally - this is very much appreciated, and they listen! We can highly recommend John Horwood and his entire team to potential investors.
— Scott & Jenifer K.
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