What our clients say about us…

Our principles speak to our mandate to hold ourselves to a higher standard. We believe in our people and the firm that we have built. However, nothing is more gratifying than hearing from satisfied clients:

I have been completely satisfied with the services they have provided. Those services have included investment recommendations, RRSP, RESP, wills and retirement planning. The regular portfolio reviews are always informative and all the Team members have always been easily accessible and any requests have been handled in a most efficient and timely manner. Based on my experience, I would not hesitate to recommend Richardson Wealth.
Client, Edmonton

You are helping me to create a vision… I finally have an idea of how my retirement and my finances need to connect. I couldn’t be in a better place and I feel safe with your caring and guiding approach… it has made all the difference! 
- Client, Mississauga

I know them to be an extremely knowledgeable, professional and a cohesive group that I trust implicitly. They do an exceptional job of helping articulate you and your family’s current lifestyle needs and future plans, and relating this to your investment strategy. I consider each of them friends as well as advisors, and enjoy peace of mind knowing they are genuinely concerned with helping me achieve my goals.  
Client, Charlottetown

I appreciated the knowledge I had access to at certain points in my life. One of them was when I faced forced retirement and needed advice on the options presented to me. Another was when I realized I had need of personal care insurance and had no idea of what plans were available, let alone the best one for my needs. The team was there to guide my choices and explain why they recommended particular plans.
Client, Toronto

We are confident that he will always make investment decisions that are in our best interests and more importantly treat our investments like they were his own. We have highly recommended him to our friends in the past and will continue this practice in the future.
Client, Edmonton

We consulted several companies and in the end decided to go with the group of people who are now part of Richardson Wealth Limited. We have never regretted the decision. We feel confident in the present and for the future. We look forward to many more years of taking their advice.
Client, Mississauga

Her team won’t put their clients’ money into a product in which the team is not personally invested. Through Richardson Wealth, I have exposure to products and market niches that I would not otherwise have through banks.
Client, Toronto

Unexpectedly, in 2008, the enterprise I had worked at for 32 years was downsized and I found myself with a considerable amount that I had to manage. I knew of my Advisor through philanthropic activities and heard of his outstanding reputation. Through discussions with a few of his clients and comparing to other firms and financial advisors, I rapidly found out that he was on top with regards to performance but also his global approach to managing money.
Client, Montreal

Wealth advice

It begins and ends with what is best for you. There was a time when the focus of this industry was solely on investing — research, stock ideas, portfolios. For some it still is, but not for us.

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Find your team

Use our search tool to find a Richardson Wealth Investment Advisor close to where you live or work.

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Understanding you informs our thinking, strategies, recommendations and plans which are created with your perspective and your best interests in mind. 

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