OUR SERVICES

We’ve guided clients through life’s milestones from peak earning years to retirement, through sales of businesses and the transfer of wealth between generations, for nearly three decades. Our services have evolved to meet our clients needs no matter where they’re at. When we say holistic wealth management, we mean it – our services touch down on every aspect of our client’s financial well-being and often extend beyond.

INVESTING

With an emphasis on goals-based planning, we target asset protection and risk management while achieving returns that will benefit you, your beneficiaries and future generations of your family.

WILL AND ESTATE PLANNING

We draw from our own expertise, Richardson Wealth’s in-house tax and estate planning team of experts and external will and estate law professionals to develop a plan that protects your estate while preserving your peace of mind.

UTILIZING TRUSTS

Combining our team’s 30 years of experience with establishing inter-vivos and testamentary trusts. We work with legal experts to ensure a well-drafted trust is in place to meet your needs.

INSURANCE

We work to assess when insurance is beneficial for our clients. When it is, we will ensure we provide the insurance that meets their needs.

IN-DEPTH FINANCIAL PLANNING

Working alongside our in-house tax and estate planning team, we put together a comprehensive wealth plan that helps you protect and grow your wealth.

CORPORATE PLANNING

We ensure that your corporation is set up for the long-term success of your family. Whether it’s succession planning, the sale of your business, or protecting the effort and energy you’ve put into your corporation we develop a plan that will meet your goals, consulting with corporate commercial law experts as needed.

TAX EFFICIENCY PLANNING

Using our experience and knowledge of tax saving strategies and products, we focus on maximizing your after-tax dollars so that your wealth is preserved for you and your family.

BUILDING MEANINGFUL RELATIONSHIPS

with integrity, authenticity and delivering value.