What Does “A Solid Structure for Your Wealth” Mean?

 

 
The first word that comes to mind when we think of A Solid Structure for Your Wealth is “reliable”. We take our commitment to our clients very seriously and want you to know that you can count on us. Our goal is to provide excellent service to a select group of families we know very well within an environment of mutual respect.

You can be assured that our investment recommendations are made with your personal financial circumstances in mind. Our recommendations consider factors such as desire for regular cash flow from your investments, your disposition to risk or volatility and your overall long-term goal for your investments. We want to help you make your investments work for you. 

You can be assured that there is a “structure” to portfolio construction and to our overall approach to managing your investments. We create wealth plans for our clients that engage you to think beyond the investment portfolio to consider longer term issues such as retirement planning, legacy and balancing family with finance in your long-term planning. We have a team of in-house experts that help us ask the right questions and create meaningful, customized solutions for you. The wealth plan is also a very helpful tool to benchmark your progress during our regular review meetings. 

We like what we do and are quite good at it. It gives us great satisfaction to know we are helping our clients achieve financial peace of mind.

Richardson Wealth Commitment to You

We are committed to providing you with the highest standards of client care as we work together to grow, protect & enhance your financial wellbeing. Our advisor teams are given the expertise, tools and support necessary to achieve more for each of their clients.

Our Tax & Estate Planning Group is a valuable resource for those advisors who offer planning services to their clients and are a group of specialists that advisors can access regarding unique or challenging tax, estate or planning issues. This includes planning for entrepreneurs, multigenerational wealth transfer strategies, legacy and risk management solutions.

With our advisors, you’ll get a unique strategy tailored to you, built in your best interest. We’re not part of a huge institution with separate agendas and products to sell. Our advisors only have one goal: to help you create, protect and pass on your wealth.

 

The Team Around You

Brian McKenzie CIM, MBA

Portfolio Manager, Investment Advisor

Tel: 403.776.6224
Brian.MacKenzie@RichardsonWealth.com

The word “solid” resonates strongly with Brian. As the primary client relationship manager and team strategist it is important that clients feel certain that they can rely on him and his team. This extends to well thought out and well researched investment recommendations, regular and accessible client contact through review meetings and ongoing portfolio management, and access to comprehensive wealth planning services.  

The most important factor to client success has been the ongoing open communication regarding investment disposition, wealth planning and lifestyle needs. Richardson Wealth provides a wide range of independent thinking and tools that allow Brian to execute on a variety of investment strategies as well as provide clients with a full suite of family wealth management services.

Krystina Meunier

Associate

Tel: 403.440.1263
Krystina.Meunier@RichardsonWealth.com


Krystina brings to the team 13 years of industry knowledge, including experience from another bank-owned investment firm. In addition to being an attentive associate, Krystina is licensed as an Investment Representative that can execute trades based on client instructions and provide market intelligence for our clients.

Apart from her exceptional daily client support, Krystina is also the team member who best understands the My Richardson Wealth online service. She is knowledgeable and able to help clients customize the site and is also our go-to person for login troubleshooting. Since joining the team, she has taken on incremental responsibility including gathering data and input for our wealth planning reports. We are very lucky to be able to offer this planning service to each of our clients. She is an important part of our overall client service offering.

"Goes the extra mile"

I would recommend Brian to family and friends. He goes the extra mile to provide all he can to assist his clients. He has helped in making our retirement income healthier. We have introduced Brian to our sons, and they are comfortable with our plans. Brian is easy to talk with and provides excellent information. He is always available to address our concerns!  As a person and our financial advisor, he is highly valued by myself and Bill.

Kathy – Calgary