Our focus is you
Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. To deliver meaningful advice and lasting value, your advisor has to understand you – what’s important to you and your family, what you want to achieve, what keeps you up at night and why. The goal? To simplify the complexity of your wealth and deliver results in every part of your life, now and for the long term.
[My Richardson Wealth advisor] does an exceptional job of helping me articulate my and my family’s current lifestyle needs and future plans, relating this to my investment strategy … I enjoy peace of mind knowing they are genuinely concerned with helping me achieve my goals.
~ Client, Charlottetown-
Your finances
Your advisor helps you manage your wealth with a comprehensive financial management strategy that reflects your needs and goals – and changes as you do. -
Your family
Family finances are complex. Collaborate with your advisor to create a plan that considers the needs of your partner, children or aging parents, and is tailored to your unique situation. -
Your health
Health and wealth go hand in hand. We’ll help you prepare for the unexpected with a safety net that protects you and your loved ones. -
Your business
Whether you’re starting a business or actively preparing a succession plan, you need strategies to ensure you are prepared for whatever comes your way. -
Your legacy
Get the peace of mind that comes from knowing your affairs are in order, your family is protected and your wealth will be preserved for generations to come.
Our client experience
We’re committed to providing you with the highest standards of client care as we work together to grow, protect and enhance your financial wellbeing. This is a business in which our clients can place their trust.
