Retirement Income Portfolio Solutions

For high net worth individuals and entrepreneurs, often the biggest question at the edge of retirement is how will my life change? Even the most successful individuals wonder whether they’ll have enough to live the life they want to live. We’ve spent the past 30 years making sure our clients can do just that. 

From our perspective, one of the key elements of a healthy retirement plan is effective income investment strategies that seek to deliver consistent returns. That’s why we’ve designed proprietary Diversified Income Portfolios which capitalize on opportunities in Canada’s Convertible Debenture market, discounted Closed-End Funds, and a number of other areas often ignored by institutional investors. 
 

Diversified Income Portfolio: monthly fund performance snapshot

Stay up to date on the latest performance numbers for the Diversified Income Portfolio – updated monthly.
 

 

Combined with a well laid-out wealth management plan and insight from Richardson Wealth’s in-house team of tax, insurance, philanthropy and estate planning experts we help ensure your retirement looks exactly the way you want it to.