Connected Wealth - A true partnership to achieve your investment goals.

Connected Wealth, Richardson Wealth’s asset management service, is all about strong relationships. Our advisors serve as expert guides, working in true partnership with clients to provide complete clarity about how and where their money is at work.

Transparent: It’s your money and you should know at all times what you own and how it is being managed. This means complete transparency, at all times, about how we manage your money down to the individual strategy and position.

Efficient: In wealth management, costs and taxes matter. Our blended approach minimizes costs by combining cost competitive active management and low cost passive strategies.

Connected: We believe working in partnership with clients and advisors helps deliver objective and quality advice on asset allocation, manager selection or portfolio management. Our Purposed Asset Allocation overlay enables investors to better connect their investment objectives and how their money is invested.

Latest Blog Posts
Market Ethos - Cautiously Canadian
Author: RWL
So far this year Canada has been great, even with all the headlines over tariffs and a recent negative Q2 GDP print. The TSX is up... Read more
Investor Strategy: Playing “D” (diversification, that is)
Author: RWL
Combining different asset classes that behave differently in various market regimes provides greater portfolio stability — reducing... Read more
Market Ethos - Hidden risk in risk-free
Author: RWL
We are not alarmists on government debt or sustainability at this time, but we do believe this subject is on the rise. There are vast... Read more
Market Ethos - Inflation risks are adding up
Author: RWL
Unfortunately, inflation hasn’t come down as much as policy makers and consumers hoped. And it does potentially appear to be starting... Read more
Market Ethos - Earnings surprise again
Author: RWL
It is safe to say, with hindsight, that the consensus analysts have gotten it wrong so far. Trimming estimates for Q1 and Q2 as the... Read more

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