The Conlin Group

Investing in the future, for the future

The future is the sum of both ideas and plans. It seems elusive, but the daily decisions we make help build our future as much as the unexpected opportunities we identify. At The Conlin Group, we understand our responsibility isn’t just rooted in finding excellent investment ideas. We owe our clients more than that – we owe them empathy, support and good advice around all aspects of their wealth journey. That’s why we’re in a constant state of balance, finding that space between identifying disruptive ideas to invest in that will change our world and helping our clients navigate their own changing world with sound financial advice.

We’re drawn to the underlying stories of disruptors with simple ideas and devote a strategic amount of time to anticipating market dynamics and making good decisions even in the most challenging times. We’re inspired by innovation to innovate ourselves. Being under the Richardson Wealth umbrella gives us access to the most sophisticated planning and modelling tools in the industry. Our experience in accounting gives us unique insight into our industry, keeping us rooted in the fundamentals. We’re proactive and focused on long-term strategy and defining the vision for your wealth through advice, coaching and implementation.

As discretionary advisors, our clients trust and value our opinion and we deliver the same level of service to our highest net worth clients as we do to our youngest next-generation clients that are just starting out. We do so with support from Richardson Wealth’s in-house team of tax, estate planning and insurance experts.

Let us help you invest in the future, for your future.

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Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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