Richardson Wealth
Finance · Canada · 501-1,000 Employees
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Overview
Headquarters
100 Queens Quay East Ste 2500, Toronto, ...Phone Number
(416) 943-6696Website
www.richardsonwealth.comRevenue
$434.6 MillionIndustry
ZI Rank: 4
Signal Type
Dec
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ZI Rank
4
3
5
4
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4
About Richardson Wealth
Richardson Wealth is a leading independent wealth management firm in Canada known for delivering personalized financial advice, investment solutions and strategic planning to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and institutions. The firm emphasizes long-term fiduciary excellence, deep client relationships and an entrepreneurial culture that allows it to tailor bespoke wealth strategies to each clients unique financial goals and circumstances. Its approach combines high-touch personal service with a broad range of investment options and financial planning tools designed to help clients grow, protect and pass on their wealth over time. Unlike many investment advisors tied to large banking institutions, Richardson Wealth operates with independence from proprietary product constraints, giving advisors the freedom to source investment solutions from a wide-ranging universe of financial products or even create specialized funds and off-market opportunRead more
Richardson Wealth Org Chart
KS
Head Managing Director, Equity Capital Market...
AN
Vice President, Investment Services
KF
Vice President, Investment Advisor
DP
Vice President, Wealth Planning & Solutions
PL
Acquisition Vice President, Business
RS
Vice President, Investment Advisor
CC
Vice President, Investment Advisor, Portfolio...
SH
Vice President, Tax
CC
Estate Planning Vice President, Tax
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Revenue
Number of Employees
Type
Funding
Founded In
$72.2M
501-1,000
Private
-
2017
BC
Blaine CoatesFounder & Executive Vice President & Chief Financial Officer
Company Profile Activity
Activity Insights
Richardson Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Richardson Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Richardson Wealth.
Richardson Wealth financials insights
Gather financial insights about Richardson Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2017
Debt
$80M
Richardson Wealth Tech Stack
A closer look at the technologies used by Richardson Wealth
Most Recent Scoops
Hiring Plans
Richardson Wealth has more open roles in Finance than it has had at any time in the past 12 months with an increased focus that include Use Tax, and Estate Administration, and experience with Financial Planning, Financial Services, Income Tax, Cash Flows, and Retirement Planning.
Hiring Plans
Open Position
Hiring Plans
Richardson Wealth has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce.
Hiring Plans
Open Position
Hiring Plans
Hiring Plans
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Frequently Asked Questions Regarding Richardson Wealth
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Richardson Wealth is a leading independent wealth management firm in Canada known for delivering personalized financial advice, investment solutions and strategic planning to high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and institutions. The firm emphasizes long-term fiduciary excellence, deep client relationships an... Read More
