Torchia & Associates Wealth Management

Torchia & Associates Wealth Management Advisors focus on protecting and enhancing the financial goals of a select group of successful families and business owners.

With more than 40 years of combined experience, we deliver results by taking great care in understanding our clients’ financial goals, as they relate to their occupation, family, and recreational desires. We then design customized tax-smart strategies, while proactively anticipating market movements to minimize risk and maximize returns.

Supported by a team of in-house experts, we offer a full suite of services; investment and risk management, tax and estate planning, insurance strategies, tax efficient investing, philanthropic giving and succession planning for both businesses and families.

Jeff Torchia B.Comm.
Director, Wealth Management, Investment Advisor

As one of the original 5 partners, Jeff has been with Richardson Wealth since 2005. Prior to this, he was Vice President and Investment Advisor at BMO Nesbitt Burns, where he worked for more than 18 years. Jeff earned a Bachelor of Commerce degree in Finance and Accounting from McGill University. Jeff enjoys coaching hockey, participating in Habitat for Humanity projects, golfing, cycling, fishing and spending time with his wife Patty and their three children.

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Tax & Estate Planning
Strategies 

 

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


Federal budget 2021

Our Tax & Estate team has prepared a special report for the 2021 federal budget. The analysis summarizes proposed changes and outlines potential implications for Richardson Wealth clients and their families. Read the full report here. 

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Market research
Insights 

 

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

26 April 2021
Market’s mood and flow
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19 April 2021
Bull market year 2 or 12?
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May 2021
Investor Strategy: Time for real assets?
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