RICHARDSON WEALTH

We're proud of the reputation we've built as wealth advisors. We're driven and challenged by our clients to expand our knowledge on the markets and the ever-evolving strategies for growing and preserving wealth. Our clients don't fit a mould - they're high net worth professionals and entrepreneurs, retirees and families - their needs are as unique as they are. However, we stay rooted in the fundamentals: thoughtful advice, well-researched strategies and transparent decision-making. These fundamentals inform our approach to tax optimization and portfolio design in the early stages of wealth accumulation through to estate, retirement and succession planning during the later stages of our client's life.

Primary location: Ottawa