We provide holistic wealth management and estate planning services for a select number of Canadian families. Our practice grows by direct referrals that result from successful relationships with our clients.
Impartiality and objectivity are crucial components of our philosophy. Our platform is entirely open architecture, meaning we are completely unbiased in terms of which products or investments we select for our clients. Free from any potential conflict of interest, we are thorough and thoughtful in our approach.
Amid the noise and confusion of the marketplace, our job is to bring calm and consistency to the decision making process. We pride ourselves on being forthright, even when it may not be what our clients want to hear, and do our utmost to remove emotion, which is the single greatest barrier to investor success, from the investment process.
Like a physician who considers a patient's overall health and well being, we too approach our clients' financial picture holistically. Working closely with their professional advisors (e.g. accounting, legal), we collaborate to ensure our clients' financial needs are addressed so they can enjoy the things that matter to them.
Richardson Wealth – setting the standard for excellence
At Richardson Wealth, we aspire to achieve the highest standards of integrity, transparency and best practices in managing the wealth of our clients and we are the first Canadian firm to achieve The Centre for Fiduciary Excellence Certification designation. This esteemed annual certification program ensures that Richardson Wealth’s Portfolio Management Account platform for those advisors who have complete control over investment decisions for their clients and the firm’s Separately Managed Account platform conform to the global fiduciary standards of excellence.
"Thank you all for taking the time to meet with me. Your approach and candor are refreshing.
It's all about building long-term, trusted relationships with experts in their fields.
Your team sure understands how to earn that kind of relationship.”