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Richardson Wealth

Independent Canadian wealth management firm offering investment advice, retirement and estate planning, tax optimisation and insurance solutions, supporting advisors with custom funds and off-market opportunities.

Richardson Wealth is one of Canada's leading independent wealth management firms, with offices across Canada. The firm is not part of a large institution, which allows it to provide advice without institutional restrictions, and it combines the personalised service of a boutique firm with the capabilities and resources of a larger organisation. Its stated focus is on client success: helping clients create, protect and pass on wealth to future generations.

The firm serves some of Canada's most successful families, entrepreneurs and business owners. Its service offering covers comprehensive wealth management, including investment advice, retirement planning, estate planning, tax optimisation and insurance solutions. Advisors also have the ability to create custom funds and pursue off-market opportunities tailored to individual client needs, with access to a wide range of investment options.

The firm describes its culture as deeply entrepreneurial, and it provides best-in-class capabilities and resources to support its advisors. In 2025, RF Capital Group Inc., the firm's parent, was acquired by iA Financial Corporation Inc. The company plans to rebrand as Nobelia Wealth in late 2026.

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