Our guiding values

Our
beliefs

Clients are at the heart of everything we do

For over 160 years, the Richardson family name has symbolized integrity and excellence in Canadian business. Rooted in this deep legacy, we are committed to delivering unbiased – and unparalleled – wealth management solutions that put clients first.

We empower advisors to deliver exceptional service

Our deep-rooted entrepreneurial culture and best-in-class firm-wide capabilities ensure our advisors have the resources, support and freedom they need so they can focus on what matters most – their clients.

We innovate boldly to serve clients better

We believe in open architecture and innovative solutions that remove barriers. Our culture encourages bold ideas and continuous improvement – with the goal of doing better for our clients, today and for the long term.

Our
promise

The power of an entrepreneurial culture liberates us to deliver unbiased wealth management advice and make decisions that put you first.

The energy created through tradition and progressive thinking is what draws many of Canada’s most successful families and business owners to Richardson Wealth.

From roots to branches, we have a rich history of understanding your needs and delivering to your expectations, according to the highest standards.

We do what’s right.

Read more about who we are

As the leading independent wealth manager in Canada, we offer the personal touch of a boutique firm while offering big results.

About us

Discover the Richardson family legacy

Our deep-rooted history dates to 1857, when James Richardson & Sons, Limited hung a storefront shingle outside a small grain merchandising business in Kingston, Ontario.

Our history

See how we give back

At Richardson Wealth, our workplace culture is built around doing what’s right – not just for clients, but beyond our walls and into the community.

Community involvement