Our team assists clients with investment selection and advice. We ensure your risk tolerance, income needs and goals are always taken into consideration. Investments are more than just stocks, bonds and mutual funds. Proper investment advice simplifies your life, and allows you to stay on track throughout your lifetime.
We work with you to determine your income requirements and plan for withdrawals from RRIF, Investment and TFSA accounts. Our investment recommendations are designed with an eye on income generation to ensure your income requirements are met.
Together with our tax and estate planning team, we develop a full financial plan for you. All aspects, such as investment, retirement, tax, insurance and estate planning are considered.
We work directly with you and your professional advisors, such as your accountant or lawyer. We can also refer you to trusted professionals if required.
Insurance services are offered through Richardson Wealth Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC and PEI. Additional administrative support and policy management are provided by PPI Partners.
We are located in Sidney BC, but our clients are not limited to the Victoria or Vancouver Island region. In addition to BC, we serve clients in Alberta, Ontario, and the Yukon. We meet with clients in person, virtually, or by telephone. For clients on the Southern Gulf Islands, we periodically travel to Salt Spring, Pender, Mayne, and Galiano for meetings and account reviews.