Richardson Wealth

RF Capital today reported preliminary month-end assets under administration of $39.4 billion as of October 31, 2024, up $0.4 billion or 0.9% from last month and $4.1 billion or 11.7% since year-end 2023. https://lnkd.in/gSEPudY7 #RFCapitalGroup #RichardsonWealth

Catch Gareth Watson, Portfolio Manager at Richardson Wealth, on the CBC’s weekend business panel tomorrow at 10am. Don’t miss this insightful discussion on the US election, Canadian economic growth and the potential Canada Post strike. #RichardsonWealth #CBC #Elections #Economy #CanadaPost

Happy Diwali! This festival of lights marks a time of renewal for Hindus across our country and the world.

Hilliard MacBeth and Jonathan MacLeod collaborate with a select group of high net worth individuals and families, guiding them in their financial endeavors and assisting them through transitions such as retirement and intergenerational wealth transfers. The team uses a 5-step process to build portfolios, incorporating risk tolerance and time horizon while taking the time to understand clients’ objectives, goals, and perspectives. https://lnkd.in/e-nqjGSj #RichardsonWealth #Edmonton

Nicole Bunyan is wearing our colours in Toronto competing and emceeing in the Canadian Women's Squash Classic at Brookfield Place. Wishing her the best of luck this season as she continues to compete in the Professional Squash Association World Tour. Click here for more about the tournament: https://lnkd.in/e-29UcX4 *Globe Advisor subscription required. #RichardsonWealth #SquashCanada

#MarketEthos: For Canadian portfolios, USD exposure is a natural diversifier for Canadians because it most often behaves as a safe haven currency. In this week's Ethos, we look at the Canadian dollar and whether it's low enough to hedge against. https://lnkd.in/eY_F29bn #RichardsonWealth #WealthManagement #Currency

Richardson Wealth was proud to be presenting sponsor of East End Eats, an event organized by Michael Garron Hospital Foundation’s Impact Council, which brought together more than 150 philanthropic young professionals. Some members of our Toronto team joined in on the event at the Broadview Hotel. Proceeds from the evening will go towards supporting an innovative frontline project at Michael Garron Hospital. https://lnkd.in/eGrAyBui #HeartOfTheEast #RichardsonWealth #MichaelGarronHospital

Discover Tiffany Harding's inspiring journey to financial independence in the Globe Advisor’s Behind the Advice series. As a Wealth Strategist at Richardson Wealth, Tiffany draws from her own life experiences – from moving out at 13 to building her career in finance – to connect with clients on a deeper level. Learn how Tiffany’s story influences the advice she gives. Read the full article and listen to the podcast. *Globe Advisor subscription required. https://lnkd.in/eDk4xBUb #FinancialAdvice #WealthManagement #BehindTheAdvice #FinancialPlanning

In a Globe Advisor article, Diana Orlic, Wealth Advisor at Richardson Wealth discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty. "Alts provide a better chance that fixed income squeezes out positive returns regardless of the direction of interest rates and inflation, hopefully avoiding an outcome like in 2022, when traditional bond positions were crushed." *Globe Advisor subscription required. https://lnkd.in/ed7wCgYn #RichardsonWealth #WealthManagement #Alts

#MarketEthos: If history is any guide, the few weeks before a U.S. election often sees a spike in volatility. With such a close race, the higher moves in the markets may even magnify any volatility. But then again, this market has easily pushed through lots of obstacles – from a yen carry trade debacle to escalating global conflicts. https://lnkd.in/ep_wC4AM #RichardsonWealth #WealthManagement #Markets