We provide holistic wealth management services, optimizing every facet of your financial life, including portfolio management, financial planning, tax strategies and insurance coverage.

We take a goals-focused approach to portfolio-building, starting with what you want to specifically achieve in your life and retirement, then working back from there. We invest in the broad market through low-cost, diversified securities like ETFs and broad-based mutual funds.

We act with the utmost fiduciary responsibility. As a part of Richardson Wealth, everything we do is with the client’s best interest in mind.

Our team members have earned qualifications such as the Chartered Financial Analyst (CFA) accreditation, Chartered Investment Manager (CIM®) certification, and Certified Financial Planner (CFP®) credentials.

We work with professionals, entrepreneurs, retirees, and their families across the Kitchener/Waterloo region, but also elsewhere in Canada.

We help clients deal with all aspects of their financial life, including how to deal with employer shares, share options and retirement plans, investing within professional and private businesses, understanding the risk/return trade-offs using debt and insurance and optimize tax planning.

Most of all, we focus on our clients’ goals and aspirations and align their finances to help them live a good and fulfilling life.

We are paid directly by our clients using transparent management fees, based on the value of assets we manage on their behalf.

We provide impartial, unbiased advice, prioritizing your interests. Unlike most financial institutions, we will not sell you our own funds. For accounts that we manage for you, we do not receive commissions from third parties or tie our pay to transaction volumes.

We act with the utmost fiduciary responsibility. As a part of Richardson Wealth, everything we do is with the client’s best interest in mind. We rely on corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies. 

Richardson Wealth is a member of the Canadian Investment Regulatory Organization (CIRO), formerly known as IIROC, which sets high quality regulatory and investment industry standards, protects investors, and strengthens market integrity while maintaining efficient and competitive capital markets. 

Richardson Wealth is also a member of the Canadian Investor Protection Fund (CIPF). CIPF’s mandate is to provide protection to customers of Canadian Investment Regulatory Organization (CIRO) Members if they become insolvent. 

Richardson Wealth is also committed to enhancing the safety of your assets with a separate insurance policy through Lloyd's of London.

For more information about security and how we protect our clients’ assets, reach out to us.

Our offices are in Kitchener, Ontario, and we serve clients locally and throughout Canada.