Personalized experience with you and your family in mind

At Richardson Wealth, we understand that each of our clients has unique financial needs and objectives. 

That’s why we provide a personalized experience to every client, where we listen, learn, and add care to every interaction. Our Investment Advisor teams take the time to understand your specific goals, challenges, and priorities, so we can develop a customized strategy that aligns with your unique financial situation.

We believe that a personalized approach to wealth management is essential, and our commitment to providing individualized care is at the core of everything we do. Our Tax & Estate Planning professionals work closely with our Investment Advisor teams to create a comprehensive Wealth Plan that is tailored to your specific needs and goals.

Our dedication to our client’s success is reflected in every aspect of our business, from our Investment Advisor teams to our support staff and professional networks. We believe that earning your trust is crucial, and we strive to go above and beyond to deliver exceptional service and care.

At Richardson Wealth, you can trust that your financial well-being is in capable hands. With our personalized approach, you can rest assured that your unique needs and goals are our top priority.

We invite you to learn more at www.richardsonwealth.com.

Officially one of Canada’s Best Workplaces™

We have always known our firm is an exceptional place to work and now it’s official once again. For the fifth year in a row, we have been certified as a Great Place to Work®. Not only that, we’ve again been recognized as one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2023. This recognition means so much because it comes directly from our employees, and what they say as a whole about their work experience in our offices across the country. Our firm’s success, strength and effectiveness is a direct reflection of the advisor teams and individuals who work here.

Our firm has also been named on the 2021 list of Best Workplaces™ for Women. This endorsement is a wonderful testament that we don’t just talk-the-talk, we walk-the-walk with our commitment to the advancement of gender equality in our corporate and public communities.

And, at a time when many of us continue to face many challenges, we are proud to have also been recognized as a Best Workplace™ for Mental Wellness, highlighting our dedication to preserving an environment that makes mental health a top priority. We believe protecting and nurturing employee wellbeing has never been more important.

Reflecting our culture of trust and the way we work, these recognitions underscore our deeply ingrained principles and unwavering commitment to each other, our clients and communities. Ultimately, we believe this is a true reflection of our culture of trust and the way we work. We’ve joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be one of Canada’s Best Workplaces™.