We continue to serve you

CEO message amid the COVID-19 situation
 

The current situation we all find ourselves in remains a fast-moving one and largely unprecedented in recent times. I want to reassure you that Richardson Wealth will continue to support you, service your requests and address your questions while adapting our work arrangements.

Our immediate priority remains the health and well-being of our Clients, Advisors and all Employees.

I, along with the senior leadership team, continue to carefully monitor the situation to stay ahead of developments and to mitigate any risk to Clients, Advisors and Employees alike. Richardson Wealth is sufficiently nimble and organized to respond immediately to directives from public health authorities. We are doing our part to minimize exposure and the potential spread of this illness. As such, we have asked that the vast majority of our Employees work from home for the time being. Rest assured that while only a bare minimum of essential staff will be required to work from the office, we expect to have very little disruption to our ability to serve your needs.

You can continue to access your accounts via our online client portal, MyRichardsonWealth.com. If you are new to using this system, you can begin the registration process by clicking here. Should you wish to send funds to your Richardson Wealth account(s), you can do so through online banking by setting up Richardson Wealth as a payee (instructions). Additionally, contact your Advisor to set up electronic fund transfers which will allow us to send funds from your Richardson Wealth account to your bank account securely.

Meanwhile, we will continue to keep you informed of any developments regarding COVID-19 as it relates to our offices and our service to you.

Thank you for your patience and for trusting us to play a critical role in your family’s long-term security. We will continue to do our best.

Sincerely,

Andrew Marsh
President & CEO, Richardson Wealth
 


Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as Richardson Wealth Advisors and teams work remotely

Across Canada, Richardson Wealth Investment Advisors and teams, as well as all corporate Employees continue to work on behalf of our Clients. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

This assessment follows announcements by the Ontario and Quebec governments, which have each issued directives that all non-essential businesses close their doors (as of midnight March 24, 2020). We want to assure you that Richardson Wealth is deemed to provide an essential service. Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. While our (physical) offices are mostly empty of people other than a few individuals required to remain in place – an undertaking we’re all truly grateful for – we are fully operational as a virtual office with all other employees remaining in full work mode from their home spaces.

That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re grateful to continue working for you and appreciate your continued patience as we all live through this unprecedented situation impacting all Canadians and the world in general. We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.


Frequently asked questions

As the situation changes on an almost daily basis – and in some cases hourly – we want to ensure you are well informed. The following frequently asked questions may assist you in the first instance.

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