Education

We offer a range of services, including:

Comprehensive Financial Planning

• Incorporation and business planning
• Retirement income strategies
• Tax optimization and risk management
• Estate planning and intergenerational wealth transfer

Investment Management

• Custom-built, cost-effective portfolios
• Access to traditional and alternative investments
• Tax-aware investment strategies
• Consistent, disciplined portfolio oversight

Advanced Wealth Strategies

• Trust and estate structures
• Charitable giving strategies
• Individual Pension Plans (IPPs)
• Cross-border planning and business succession

We act with fiduciary care, always putting your best interests first. Our firm follows strict corporate governance practices and complies with all regulations set by the Canadian Investment Regulatory Organization (CIRO), which upholds high standards across the investment industry. As a member of the Canadian Investor Protection Fund (CIPF), your assets are protected if a CIRO member becomes insolvent. To go even further, Richardson Wealth provides additional coverage beyond CIPF limits through a specialized insurance policy underwritten by Lloyd’s of London.

You can schedule a complimentary initial consultation where we’ll discuss your financial goals and how we can help you achieve them, call today – 519.772.7826 or email WSMP Wealth Management Group to get started.

We meet as often as needed, typically semi-annually or annually, but we’re always available for check-ins.

Absolutely, we collaborate with your other professional advisors to ensure a holistic financial strategy.

Our compensation structure depends on the services provided. We typically charge a percentage of assets under management (AUM).

Transparency is key. We disclose all fees upfront so you know exactly what you’re paying for.