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.
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.
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.
Get easy, secure access to your Richardson Wealth account – anytime, anywhere.
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