Recruiting the best

to join one of Canada’s Best Workplaces™ in 2021

It takes a team

Wealth planning is complex and requires a multi-dimensional team approach. Richardson Wealth’s entire support structure is dedicated to helping you serve the unique multi-generational needs of affluent families and business owners, and to serve them with distinction.

This support includes access to specialized tax, estate planning and insurance expertise, highly experienced portfolio managers, our Private Family Office, and creative marketing services that help to differentiate your own service offering to clients.

What’s more, our highly collaborative team approach amounts to an engaging and vibrant corporate culture. We’ve always known our firm is an exceptional place to work and for the past two years since participating in the Great Place to Work survey, our employees have overwhelmingly confirmed this view. Richardson Wealth is proud to be recognized as a Great Place to Work in the medium workplace category, which we achieved in 2018 and 2019. In 2018, we were also recognized as a Best Workplace™ in the Best Medium Workplaces category and within the Financial Services and Insurance industry. Our people are what sets us apart.

Supporting your practice with comprehensive resources

Our cross-team and integrated approach helps you to build effective solutions, address major issues and solve problems for clients in a coordinated and unconflicted way.

Tax & Estate Planning, Insurance

Strategic planning for families

  • Wealth balance sheets
  • Retirement planning
  • Cross-border taxation

Planning for entrepreneurs

  • Business succession strategies
  • Family trusts
  • Group benefits, pension plans

Charitable giving

  • Private foundations
  • Donor advised funds

Risk management

  • Estate preservation & optimization strategies

Investment products & strategies

  • Asset management accounts
  • Registered Investment Advisor platform
  • Corporate finance services
  • Access to high-quality alternative, early-stage and/or uncorrelated investments

Marketing services

  • Dedicated Account Manager
  • Customized website and social media profiles
  • Out-of-the-box prospecting campaigns and support material
  • Presentations and support for client events
  • Timely marketing compliance reviews


Let us help you reach your business and professional goals with our comprehensive range of support services. Contact us to learn more about these resources and the team-oriented culture at Richardson Wealth.

A great company culture, we believe, isn’t developed by providing treats alone. It's recruiting a team and cultivating a workplace guided by trust, pride and fun. As they say, “it’s not about the keg; it’s about people who actually want to have beers together”.


Move forward with Richardson Wealth.
The next generation of wealth.™