Caci Wealth Management

Smart financial behaviour

Maintaining an entrepreneurial mindset, patience and discipline, we manage financial behaviour to help our clients make wise investment decisions to achieve their life goals and improve their long-term returns. While investment performance is important to us, our business relationships are not performance related – they are based on understanding and trust. Our clients’ personalized investment plans are founded upon disciplined diversification that captures sector and geographical exposure and prevents excessive risk.

Helping to minimize stress on your financial journey. According to Statistics Canada, outside of work, financial concerns are the number one stressor in our lives. Through personal and professional experiences, we have learned to help people minimize stress and increase confidence in their financial futures.

The Lou Caci Philosophy

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.

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:

Ethics
Freedom to make objective product choices
Will and estate planning
Tax planning
Insurance planning
Our professional portfolio management service

Caci Wealth Management

Smart financial behaviour

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.

Market Ethos

Investor Strategy