Empowered
to succeed.
Every Richardson Wealth advisor has the experience, tools and support to achieve more for every client.
Trusted
to deliver.
From the beginning, we’ve held ourselves to a higher standard, and the results speak for themselves.
For clients
Discover what personalized wealth advice can do for you.
For advisors
Explore the benefits of becoming a Richardson Wealth advisor.
Hiding in plain sight
20 April 2026. Market Ethos. Despite the recent roller coaster in equity markets, investors should be happy with returns so far this year.
Navigate the noise
7 April 2026. Investor Strategy. March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.
Your money journey starts here
Your journey with money doesn’t have to be complicated — it just needs to start.
Women and wealth – Get insightful advice
We believe wealth conversations should align with values. That’s why we’re aspiring to build a better experience for female investors.
iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer
iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.
Wealth strategies
that matter.
Explore wealth strategies that our advisors are putting into practice everyday.
Tax savings
Leaving Canada?
Whether you’re planning to move soon or well down the road, make sure you know how a change in residency will affect your tax obligations,…
Estate planning
Joint ownership: helpful or harmful?
Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.
Estate planning
Estate planning isn’t just for your parents
If you have a job, a bank account, digital assets, or even a pet, you already have an estate. But without a plan, important decisions…
Women & wealth
Women, wealth and the power of strategic giving
Charitable giving has always been a meaningful way to support the causes that matter most. It’s also an increasingly powerful estate and tax planning tool…
Investing
Gen X: The forgotten generation
Heard of Generation X? They’re the often-overlooked group stuck between the larger Baby Boomers and Millennials. But don’t be fooled — they’re more influential than…
Investing
Money tips for young adults
Building a solid financial foundation might seem a bit overwhelming, but it’s all about having good habits to help you take control of your finances…
Tax savings
Leaving Canada?
Whether you’re planning to move soon or well down the road, make sure you know how a change in residency will affect your tax obligations,…
Estate planning
Joint ownership: helpful or harmful?
Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.
Estate planning
Estate planning isn’t just for your parents
If you have a job, a bank account, digital assets, or even a pet, you already have an estate. But without a plan, important decisions…
Women & wealth
Women, wealth and the power of strategic giving
Charitable giving has always been a meaningful way to support the causes that matter most. It’s also an increasingly powerful estate and tax planning tool…
Investing
Gen X: The forgotten generation
Heard of Generation X? They’re the often-overlooked group stuck between the larger Baby Boomers and Millennials. But don’t be fooled — they’re more influential than…
Investing
Money tips for young adults
Building a solid financial foundation might seem a bit overwhelming, but it’s all about having good habits to help you take control of your finances…