The Globe and Mail
May 15, 2024
Scott Stennett, SVP, Head of Digital Strategies and Advisor Services at Richardson Wealth, shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system for advisor teams.
“Generally speaking, advisors all have access to the same product shelf of equities, funds, exchange-traded funds and bonds. So, more and more, it’s the digital platform that will differentiate the experience.”
Our digital transformation
Richardson Wealth’s transformational new strategic agreement with Fidelity Clearing Canada ULC (Fidelity) took effect January 3, 2023. Fidelity provides trade execution, clearing, custody and back-office…
2023
Richardson Wealth kicks off the New Year Celebrating the Successful Transition to Fidelity Clearing Canada’s Digital Platform Accelerating the Growth of Both Companies
Richardson Wealth and Fidelity Clearing Canada ULC (FCC) are proud to announce Richardson Wealth’s successful transition to FCC’s back office and adoption of uniFide®, FCC’s…
Estate planning
Should you help your adult child buy a house?
As the cost of home ownership continues to rise in Canada, many adult children are turning to their parents for financial assistance to purchase their…