Welcome to our Ottawa office!

Located in our nation’s capital, our Ottawa office has been helping clients since 2007. Through our legacy companies, Richardson Wealth has been associated with strength and integrity for more than a century. We have an expert team of portfolio managers, wealth advisors and investment advisors ready to help you navigate the complex situations that can come with managing your wealth. Our advisors and their team members are dedicated to helping you achieve what’s important for you and your family.

With our advisors, you’ll get a unique strategy tailored to you, built in your best interests. Our firm’s independence means we’re not tied to research driven by investment banking or other interests, and we provide best-in-class due diligence on investment managers and products. Our advisors only have one goal: to help you create, protect and pass on your wealth.

Click here to find out more about our teams.

 

Richardson Wealth Ottawa office
343 Preston Street
Suite 300
Ottawa, Ontario K1S 1N4

Tel: 613.788.8054
Toll-free: 1.888.572.7735
Fax: 613.788.8078

Manager: Sébastien Lacoste
Sebastien.Lacoste@RichardsonWealth.com

 

 


Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights

 

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

Market Ethos

25 November 2024
Gold lost its lustre?
View article

 

18 November 2024
Bonds: Where’s the love?
View article

 

Investor Strategy

December 2024
Outlook 2025: Three in a row?
View article