Giving back
At Richardson Wealth, our values are deeply ingrained. Whether times are good or challenging, we bring the highest integrity to everything we do. And that extends beyond the walls of our offices to our communities, where we strive to be leaders who seek to improve conditions for others.
Partners in Community
Our firm’s annual Richardson Wealth Gifting Program is one way our firm supports giving among advisors and employees by contributing to causes that matter most to them. The program encourages advisors and employees to donate to organizations and charities near and dear to their hearts.
Community involvement and giving are a key part of our identity here at Richardson Wealth, and we believe that it speaks volumes about our principles, culture and the people who work here.
Together we make a difference.
BrainyActive Walk for Dementia
On September 21, 2024, members of our Ottawa branch once again sponsored and participated in the “BrainyActive Walk for Dementia”, helping to raise $3,000. Congratulations to The Dementia Society of Ottawa and Renfrew County for another successful event, raising over $220,000! The Dementia Society of Ottawa and Renfrew County provides support for everyone impacted by dementia.
Wine and Words
The annual “An evening of wine and words”, hosted by the Centre for Family Literacy, was a great success! Thrilled to be the title sponsor and give back to our community in a meaningful way for a marquee event that raises funds for adult and family literacy programs for those in need.
JDRF Walk to Cure Diabetes
Our Ottawa Branch was proud to be a Local Partner for this year’s JDRF/FRDJ Canada Walk to cure diabetes. On June 15, more than 600 walkers gathered at Andrey Haydon Park, and together helped raise a record $115,000. This year’s walk was extra special for some members of our branch as Joelle Hall and her daughter Heidi who has T1D were this year’s walk ambassadors. Both mother and daughter gave testimonials during the event that was led by JDRF Ottawa/ Gatineau Volunteer Walk Chair and another of our colleagues, Jenny O.
Black History Month 2024
Celebrating Black History Month, members of Richardson Wealth’s Black, African, and Caribbean Employee Resource Group enjoyed a special evening immersed in culture at the Art Gallery of Ontario. The group viewed Life Between Islands: Caribbean-British Art 1950s – Now. At Richardson Wealth, our commitment to diversity and inclusion is one of our core values. We are proud to champion the rich and diverse cultures of our employees.
Wine and Words 2023
What a phenomenal evening! Richardson Wealth is honoured to have presented another successful “Evening of Wine & Words,” the premier fundraising event for the Centre for Family Literacy in Edmonton. This event has always been about the celebration of literacy, learning, and the power of community. Through the generous support of everyone who attended, we are making a significant difference. Funds raised directly support the Centre’s literacy programs and help transform lives. Congratulations on another successful event, and to the many more to come!
Members of JSK Partners volunteer at the Potluck Café in Vancouver, British Columbia.
From left to right: Jessica Dewey, Tyler Steele, Heather Meehan, Neil Kumar, Wendy Lloyd, Dwight Jefferson, Brenda Geib.
Just for Kids Cycling Tour
Members of our Montreal office participated in the Just for Kids Cycling Tour purchasing high-priority medical equipment and support for patients of the Montreal Children’s Hospital. From left to right: Martin Boulianne, Fadi Atiyeh, Peter Guidote, Jeffrey Brumer, Marc Dalpé, Gregory Fenerdjian, Nicolas Atiyeh.
Canadian Cancer Society’s Run for the Cure
Members of our Toronto office joined tens of thousands of Canadians across the country participating in the Canadian Cancer Society’s Run for the Cure. From top to bottom: Nicole Langer, Diane Derlis, Jacqueline Paule, Karin Tracey, Anne Kim, Reid Carthy, Sophy Pen, Evelyn Santos, Laila Lerullo, Mikaela Carson, Irene Estrella, Mavia Benjamin, Jasmine Ariss, John Sanchez.
Keep exploring our story
Learn about our commitment to a more inclusive world
We proudly champion a culture of diversity, inclusion and belonging which ensures everyone’s voice is heard.
Read more about who we are
As the leading independent wealth manager in Canada, we offer the personal touch of a boutique firm while delivering 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.