Advice in 6 key areas
Here are some different areas in which we can provide financial guidance to you and your family.
1. Holistic financial planning
We consider values, goals and experiences with money, balancing your needs with possible risks and fluctuations in the market to grow and protect your savings.
We work with you to find the right products to invest in, balancing what life stage you’re in with what the markets are doing.
Whether retirement is imminent or years away, we help match sources of income with estimated expenses, so you understand your financial needs for retirement and what you need to do now to meet them.
4. Estate planning
We help you transfer your wealth and legacy efficiently, considering tax implications and maximizing your gifts to heirs and causes that are important to you.
5. Minimize tax
With help from our tax and estate experts, we’ll design a tax structure that allows you to keep more of what you earn and maximize your investment growth.
6. Business owners
Our team will help you find the ideal structure for your business, develop wealth and succession plans, manage cash flows and credit proof your wealth.
What is unbiased advice?
At Richardson Wealth, we believe in the value of unbiased advice for our clients. Here’s what that means.
Some companies exist purely to sell products, so as a client your investment options are limited to just what’s available on their platform (in other words, the tools and resources an advisor has available to service clients.) Some advisors also are compensated by choosing to sell one product over another.
Here, we get paid to provide the best possible advice to our clients. We have access to a leading investment product shelf that includes alternatives, private placements and proprietary and third-party investment solutions – curated by our experienced investment team. So, when you invest with us, you can be confident that the advice we provide is truly in your best interest.
Ready to get started?
Talk to us today to learn how we can help you grow and protect your money with a comprehensive financial plan.
1 Household Balance Sheet Report 2021 - Investor Economics
2 Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and the Mutual Funds Industry (pollara.com) 2021
3 pollara.com, 2021
4 pollara.com, 2021