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Richardson Wealth Ltd

Financial Services · Canada

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About Richardson Wealth Ltd

The next generation of wealth.™

Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Toronto, Ontario
Company type
Privately Held
Company profile name
Richardson Wealth

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.

We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.

We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.

Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.

Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.

Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.

Specialties

  • Wealth management
  • Wealth strategies
  • Tax strategies
  • Business succession
  • Financial planning
  • Estate planning
  • Family Office
  • Investment management
  • Portfolio management
  • Alternative investing
  • Insurance
  • Wealth transfer
  • Legacy planning
  • and Philanthropy planning

Company locations

  • 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

Business areas

  • Wealth Management
  • Finance
  • Consulting
  • FinTech
  • Financial Services

On LinkedIn

Followers
42,645
People linked to this company
932

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.