Our services

Our unique approach to investing is our key way of driving value for our clients but it’s also part of a wider and interconnected conversation. In addition to investing, our multidisciplinary team features two Chartered Professional Accountants, giving our clients access to unparalleled tax planning and optimization.

We work with the state-of-the-art My NextGen Plan financial planning tool to model different scenarios for life’s milestones and our clients get access to Richardson Wealth’s team of in-house Tax & Estate Planning, Philanthropy and Insurance experts.

The result is a comprehensive wealth plan unique to each client that can evolve with them as they move through life’s milestones.