Ste-Marie / St-Laurent Team

Wealth management for physicians and healthcare professionals.

For physicians and healthcare professionals, every day is filled with decisions that change lives and impact the well-being of society. There are countless other decisions outside of the profession that need to be made as well – decisions that impact your financial well-being and the well-being of your family.

As wealth managers, we bridge the gaps between the wealth you’ve earned and your goals and values. We aim to simplify your life by simplifying your wealth experience.

For 25 years we’ve worked with physicians and healthcare professionals alongside their families. We take a personalized and detailed approach to wealth management. There is a clear interconnectedness of sustainability and the financial system which is why having the CFA Institute’s Certificate in Environmental, Social and Governance (ESG) Investing is important to us. We apply ESG practices to our investment philosophy and client portfolios. Each opportunity undergoes rigorous Environmental, Social and Governance screens to identify risk and growth opportunities and to align our client’s portfolio with their values and goals.

We draw from our own expertise surrounding portfolio creation, investment management and financial planning and work with Richardson Wealth’s in-house team of tax estate and insurance experts to create a unique and comprehensive wealth plan for our clients.

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Tax & Estate Planning
Strategies 

 

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

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Market research
Insights

 

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

Market Ethos

10 June 2024
Everything in moderation
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27 May 2024
When bad news is good news
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Investor Strategy

June 2024
This calm won’t last
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