Continuing to lead the way: ranked top firm seven years running
Richardson Wealth ranks as the top overall independent wealth management firm and received high marks for our firm’s ethics.
For the seventh consecutive year, Richardson Wealth has ranked number one in the Investment Executive’s annual Brokerage Report Card. The ranking is part of an annual survey of Investment Advisors across the country to evaluate their firm, whether bank-owned, independent or boutique, in categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.
“Integrity and transparency are integral in putting our clients first and managing their wealth with the highest standards,” stated Andrew Marsh, Chief Executive Officer of Richardson Wealth. “We are proud to be once again leading the way in supporting our advisors with the freedom and resources required to provide unbiased solutions to their clients that truly serve their best interest -- as stewards of their wealth.’’
We are also pleased to report that we have maintained our leadership in all categories related to doing what’s right for clients and serving the particular needs of affluent Canadian families, such as:
Freedom to make objective product choices
Will and estate planning
Our professional portfolio management service
“We are proud of the depth of expertise of our advisors. As a firm we celebrate our entrepreneurial partnership that attracts the best quality professionals in our industry who want more control over product choices and how they serve clients,” says Andrew Marsh. “Richardson Wealth will continue to embrace new technologies and innovative solutions that will help us further excel in serving the changing needs of our advisors and clients.”