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.

We continue to serve you

Andrew Marsh, President & CEO of Richardson Wealth has written a message to clients to inform them of the measures our firm is taking in response to COVID-19 to prioritize the health and safety of our Clients, Advisors and all Employees.

Read more.

Tax and financial updates in the wake of COVID-19

As part of measures to help Canadians manage through the COVID-19 pandemic, the Federal Government has introduced numerous proposals on March 18, 2020. Read our breakdown of key measures related to individuals, trusts, and businesses.

Read more.