Richardson Wealth

#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

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