Our growth story
At Richardson Wealth, we believe it’s important to set ambitious goals. In May 2021, we announced a plan to triple our assets under administration (AUA) and revenue by end of 2025. We believe a favourable market backdrop will support our growth and allow us to execute from a position of growing strength.
Renaissance of a bygone era
Our approach to wealth management harkens back to the days when the name on the door meant something, and people and principles mattered.
It’s no wonder a wave of advisors and high-net worth families are opting to leave bank-owned institutions and gravitating to a more “white-glove” experience that only a boutique, independently owned wealth management firm can deliver. We plan to capitalize on that trend.
Our strategic pillars
Our growth strategy rests on three key strategic pillars that we believe will drive considerable growth, improve our operating margin and generate meaningful shareholder value.
Double down on advisor support
Supercharge advisor recruitment
Acquire or partner with like-minded firms