#InvestorStrategy: August was a wild ride for the markets, starting off rocky but finishing strong. Despite early setbacks, the S&P 500 clinched its fourth winning month. Volatility may be high, but resilience is higher. This isn't the time to chase, but it’s definitely a market worth watching. Read more in our latest article. https://lnkd.in/e8sAy66p #MarketUpdate #Investing
Richardson Wealth
Financial Services
Toronto, Ontario 38,903 followers
The next generation of wealth.™
About us
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. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. 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. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). 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.
- Website
-
https://www.RichardsonWealth.com
External link for Richardson Wealth
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- 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
Locations
-
Primary
100 Queens Quay East, Suite 2500
Toronto, Ontario M5E 1Y3, CA
Employees at Richardson Wealth
-
Paul Landry CPA, CA, MBA
Vice President, Business Acquisition at Richardson Wealth
-
Alan Young
-
Greg Phillips, CFP®, CIM®
Investment Advisor at Richardson Wealth Limited - Phillips Wealth Counsel
-
Mark Antaya B.Sc., M.Eng., CFP
Investment Advisor at Richardson Wealth | Financial Planning | Capital Preservation | Wealth Transfer | Risk Management
Updates
-
Led by Tim Pritchard, The Pritchard Wealth Management Group guides CPA partners, business owners, professional athletes and medical professionals through the unique financial complexities they face as high achievers. The team prides itself on being client-centred not investment-centred, helping clients prioritize their financial action items so they can focus on what matters most to them. https://lnkd.in/e2eBtCXH #RichardsonWealth #WealthManagement #Toronto
-
RF Capital Group Inc. reports preliminary month-end assets under administration of $38.3 billion as of August 31, 2024, up $3.1 billion or 8.8% since year-end 2023. Read more: https://lnkd.in/gwtj8QXf #RFCapitalGroup #RichardsonWealth
-
-
We were thrilled to be the lead sponsor for the recent Comedy for a Cause 2.0 event in support of the Kidney Foundation. Attended by more than 530 guests, the evening was an enormous success, with over $135,000 raised for the Kidney Foundation! Headlined by comedian and host of Family Feud Canada, Gerry Dee, the evening also included music by two fabulous bands, The Haven and Side One. A big thank you to our advisors, partners, volunteers and friends who joined us – the event would not have been a success without you! https://kidney.ca/ #RichardsonWealth #Calgary #CharitableGiving
-
-
In an article with the Globe and Mail, Andrew Feindel, Portfolio Manager, Wealth Advisor, Investment Advisor at Richardson Wealth discusses how alternative investments create unique challenges for executors. Read more: https://lnkd.in/e5r7-ag2 *Globe Advisor subscription required. #RichardsonWealth #WealthManagement #AlternativeInvestments
-
#MarketEthos: While Canadian energy companies have proven resilient, the recent divergence between commodity prices and energy stock performance warrants closer scrutiny. Read more. https://lnkd.in/eFVsqj7Y #RichardsonWealth #WealthManagement #Oil #Energy
-
-
#MarketEthos: Bond yields have certainly moved lower during the past month or two. The big question is ... how low will yields go? https://lnkd.in/eBTQyTxK #RichardsonWealth #WealthManagement #Bonds
-
-
We’re excited to welcome Ed Simpson and his team - Michael Green, Jennifer Bradshaw, and Ainsley Desmond - to our Pointe-Claire branch! As the founder of Simpson & Partners, Edward brings over a decade of experience and a passion for helping entrepreneurs succeed. His team creates personalized strategies that adapt as clients' lives change, focusing on every detail to support their long-term goals. Welcome, Edward, Michael, Jennifer, and Ainsley! Learn more about Simpsons & Partners. https://lnkd.in/edeidvgs #RichardsonWealth #WealthManagement #Quebec #PointeClaire
-
-
#InvestorStrategy: Despite recession talk rising, market cycle indicators have remained decently on the bullish side. Learn more in August's Investor Strategy: https://lnkd.in/egbhQpD7 #RichardsonWealth #WealthManagement #Bonds
-
In an article with Advisor.ca, Kathy McMillan, Wealth Advisor, Associate Portfolio Manager, Investment Advisor discusses how advisors can guide clients in managing emotional challenges to make informed financial decisions. Since "the worst time to make decisions is during times of stress”, her advice to advisors when navigating emotions is to "...stay curious and ask questions" to work with clients' lives and varying situations. https://lnkd.in/ePDvXk62 #RichardsonWealth #WealthManagement #FinancialPlanning
Help clients navigate emotions and make good financial decisions | Advisor.ca
https://www.advisor.ca