Our guiding values

Drawing on our company’s rich history, Richardson Wealth’s core beliefs are deeply ingrained in our culture. They set us apart, informing our day-to-day corporate decisions and underpinning everything we stand for as a firm.


Advisors are our clients

We support our advisors so they can focus on providing the best service for clients. For over 160 years, the Richardson family name has symbolized both integrity and excellence in Canadian business. Rooted in this deep legacy, we stand behind our advisors, with a shared commitment to delivering unbiased – and unparalleled – wealth management solutions for clients.

We help them so they can help you

Our advisor-centric approach and best-in-class firm-wide capabilities ensure our advisors have the resources and support they need so they can focus on what matters most – their clients.

We are gamechangers

Our belief in open architecture and innovative solutions removes barriers. We are entrepreneurial in our thinking and culture which means that we boldly look for ways to do better – today and for the long term.


We don’t take your trust in us lightly or for granted. We treat you with respect and run our business with intention. Our principles are not just words. They are deeply ingrained in every one of us – and they inform everything we say and do.

It’s the reason we remain independent. So that we have the freedom to choose from the widest array of investment options and give you truly unbiased advice. It’s why our investment advisors have the freedom to run their businesses in a way that benefits you.

It’s the reason we are active in our communities. So that we can show our gratitude for our good fortune, by sharing it – corporately, locally and independently by our employees.

It’s the reason we embrace the future and fresh ideas. So that you can prosper from the very latest thinking, methods, opportunities and technology.

It’s the reason we set very high goals for ourselves. So that you know you aren’t in it alone, that you have a responsible and accountable partner – one you can count on for honesty and openness. One who continuously looks for ways to do more, give more and be better.

It’s the reason we put you first. So that we can focus on your success – because your success drives ours.

Keep exploring
our story

Read more about who we are

As the leading independent wealth manager in Canada, we offer the personal touch of a boutique firm while offering big results.

Discover the Richardson family legacy

Our deep-rooted history dates to 1857, when James Richardson & Sons, Limited hung a storefront shingle outside a small grain merchandising business in Kingston, Ontario.

See how we give back

At Richardson Wealth, our workplace culture is built around doing what’s right – not just for clients, but beyond our walls and into the community.