A company name that survives the highs and lows, and the many iterations of a business is rare. Since 1857, when a storefront shingle first appeared outside a small grain merchandising business, the Richardson name has continued to grow in stature to represent a broad range of successful business ventures. In the finance world, where that longevity is rarer still and the great philanthropic business families of the past are no longer at the helm of Canada’s investment companies, the Richardson name is different. The business remains prominently in the hands of the same family, who continue to be our key partners in creating the next generation of wealth planning – that is Richardson Wealth. As Canada’s pre-eminent independent wealth management firm, this is what the Richardson name on the door means:

Prioritizing the needs of Clients

Helping each and every Client develop their own generational wealth story is at the core of what we do. That means our Advisor teams, with the full support and resources of Richardson Wealth, are committed to helping all our Clients build and protect their wealth for future generations. We owe it to you – it is your hard-earned money. Providing great advice and helping our Clients is our privilege. 

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Partnering with the best Advisors

Advisors are equity owners in our business and therefore true partners in the firm. At Richardson Wealth we work together with outstanding professionals to find the best solutions for Clients. That alignment of interests between our firm, Advisors and Clients allows us to be progressive, to challenge ourselves to always do what’s right and to take our advice and services to the next level.

Quest for innovation

We remain at the forefront of innovation, recognising the importance of emerging technologies. We are committed to developing our wealth-planning and financial-planning tools like My NextGen Plan through tech-enabled solutions so that our services remain relevant to the evolving needs of our Clients. 

Higher standards & fiduciary excellence

By placing our name prominently on the door, we are personally and professionally accountable to our Clients, holding ourselves to a higher standard and demonstrating that we are leaders in the business of wealth management. Indeed, from our firm’s beginnings, we have always taken seriously our role as fiduciaries and dedicated ourselves to operating in our clients’ best interests. We were the first wealth management company in Canada to gain certification from the Centre for Fiduciary Excellence (CEFEX). The certification applies to our Separately Managed and Portfolio Management Account platforms.

The right talent and a great place to work

Our Leadership, Advisors and Employees are incentivized and engaged as well as proud to work at Richardson Wealth. Indeed, we have joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be a Great Place to Work™.