Our client experience
You’ve worked hard to build your wealth. But it shouldn’t stop there. You need a financial plan to help grow and protect it that changes with you. A Richardson Wealth advisor can help get you there.
We listen
It starts with a conversation. Your Richardson Wealth advisor gets to know your needs, your goals, your values – together these form the foundation of a wealth plan that encompasses what you’ve accumulated and reflects who you are.
We empower
Whatever stage of life you’re in, your Richardson Wealth advisor can help you prioritize your goals and develop a comprehensive and actionable financial plan to help meet them.
My NextGen Plan
Life changes – your financial plan should evolve with you. My NextGen Plan is a unique, collaborative digital experience that lets you see your financial plan as it looks today – and imagine how it will look in the future.
MyRichardsonWealth
Get easy, secure access to your Richardson Wealth account – anytime, anywhere.
We deliver
With our advisors, you’ll get a unique strategy tailored to you, built in your best interest. We’re not part of a huge institution with separate agendas and products to sell. Our advisors only have one goal: to help you create, protect and pass on your wealth.
You are helping me to create a vision … I finally have an idea of how my retirement and my finances need to connect. I couldn’t be in a better place and I feel safe with your caring and guiding approach … it has made all the difference!
~ Client, Mississauga