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Understanding generational wealth is part of our DNA

We are committed to helping you and your clients based on a deep understanding of generational wealth transfer and legacy issues. The next generation of wealth™ is not just a tagline but a true reflection of our own corporate history. At the core is the enduring business and family legacy of our leading partner, the Richardson Family.

Their firm, James Richardson & Sons, Limited (JRSL), is now led by its fifth generation: President and CEO Hartley Richardson and Board Chair Carolyn (Richardson) Hursh. The Richardson name – associated with integrity, trust, leadership and excellence – is a powerful symbol for affluent clients, many of whom are building their own businesses and family legacy with the help of our leading Advisor teams.

JRSL dates back to 1857 when the business started as a one-man grain merchandising operation in Winnipeg, Manitoba. It has grown into a respected, multi-enterprise corporation, with successful operations in financial services, agriculture and food processing, energy exploration, and property management.

This enduring pioneering spirit – and the philanthropic legacy it has enabled via the Richardson Foundation – resonates well with the entrepreneurial business owners and families we count among our clients.

We’re confident you and your clients will feel equally inspired and reassured by this connection to the highly successful Richardson Family name.

A multi-generational perspective

For Clients...

We believe advice matters and is best delivered through human interaction that connects to the unique needs of each generation of client. We leverage technology solely to complement – not replace – your high-touch service offering. This approach is at the core of integrated multi-generational wealth planning and is supported in the following ways:

  • Tax & Estate Planning and Insurance. Located across the country, subject matter experts support you by prioritizing legacy planning in the context of each client’s overall financial and investment plan.
  • Marketing services & resources. All our content speaks directly to a unique audience – grandparents, parents or their offspring. We design out-of-the-box resources to support your clientele and can work closely with you to customize materials for their specific generational needs.
  • Communication platforms. We also support changing communication preferences to ensure we help you connect with each generation of clients in a way that’s most beneficial to them. This includes standalone collateral, website content, podcasts, videos and social media.
  • Technology. We arm you with the right technology tools, including a highly effective financial planning software solution: My NextGen Plan™. This interactive planning tool will help you and your clients visualize their financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.
  • Private Family Office. Through their work with ultra-high net worth families, the Private Family Office is well-versed in understanding unique and complex family dynamics. The team can provide additional insight into a comprehensive range of family wealth issues.

...and For Advisors

The great wealth transfer also refers to your own eventual retirement and practice succession.

At Richardson Wealth, your practice succession is about you and your clients. You’ve grown your practice and developed deep relationships and friendships. That means you’re in the best position to know who will provide clients with the same exceptional standard of care when you retire. Here’s a brief summary of how we can support you:

  • We can help you find a successor, or prepare the individual you’ve chosen to manage your practice.
  • Our team can provide advice on important considerations like valuation and execution.
  • When all of the details are settled, we provide a written contract for both parties to ensure fairness and to clearly outline obligations.
  • Most importantly, this agreement doesn’t include a non-solicitation agreement like some of our competitors. The succession agreements aren’t about what’s best for Richardson Wealth, they’re about what’s best for you and your clients.

The great transfer of wealth is upon us.

We support your business as you steward your clients’ wealth and, eventually, your own practice. Contact us to discuss the potential of a long-term partnership.


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