Richardson Wealth Information
Contact top employees from
Richardson Wealth
Summary
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering res...Show more
Organization Website | RichardsonWealth.com |
Social Links |    |
Phone Number | +1 416 943 6696 |
Industries | |
Headquarters Location | 100 Queens Quay East, Suite 2500, Toronto, Ontario, M5E 1Y3 CA |
Employees Size | 500-1000 employees |
Specialties | Wealth management, Wealth strategies, Tax strategies, Business succession, Financial planning, Estate planning, Family Office, Investment management, Portfolio management, Alternative investing, Insurance, Wealth transfer, Legacy planning, Philanthropy planning |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2004 | Privately Held | 100 - 250 | 22.7M | $0 | |
| 2011 | Privately Held | 1-10 | < 1M | $0 | |
| 2017 | Partnership | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Richardson Wealth shows a diverse range of experience levels:
4% have been with the company for less than 1 year10% for 1–2 years11% for 3–4 years13% for 5–7 years6% for 8–10 years57% have over 11 years of service at Richardson WealthEx-employees positions
In Company
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Contact top employees from
Richardson Wealth
Manon Bonin
Associate, Team Coordinator to Danny Montesi
Natalie Bisset
Head of Corporate Development & SVP
Derek Perritt
Vice-President, Wealth Planning and Solutions
Harj Takhar
Estate and Insurance Advisor
Kaitlyn Wietzel
Associate
Thomas Neustaedter
Associate Portfolio Manager, Associate Investment Advisor
Jennica Vegelahn
Associate
Caroline Pluciennik
Regional Team Lead, Compliance Services and Advisor Support
Karla Sampson
Associate
Kelsey White
Associate Investment Advisor
Francois Filion BA CFP RRC EPC
Wealth Advisor, Investment Advisor
Jinal Patel
Technical Analyst
Jasmine Dawe
Associate Investment Advisor
Jessica Dootson
Assistant
Daniella Di Santo
Assistant
Asha Bhati
Financial Planner
Martin Boulianne
Conseiller en placement et gestionnaire de portefeuille adjoint. Patrimoine Richardson Ltée
Jennifer Hung
Business analysis
Peter Mavroudis
Wealth Compliance Advisor
Tetyana Lola
Advisor - Insurance Services
Stephen Cudmore
Wealth Advisor, Branch Manager
Lori Visser
Associate
Corey Eccles
Associate Investment Advisor
Grace Finlayson
Senior Training And Development Specialist
Luiz Almeida
Network Manager
Luanne Coady
Associate
Samir Bahtovic
Associate Investment Advisor
Tommaso De Marco BA
Senior Investment Advisor
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FAQ
Richardson Wealth operates in the Finance industries. More details can be found on the official website: RichardsonWealth.com.
The headquarters of Richardson Wealth are located in Toronto, Canada.
You can contact Richardson Wealth by phone at +1 416 943 6696.
Richardson Wealth currently employs 500-1000 people.
Well-known competitors of Richardson Wealth include Rembrandt IP Management, Gordian Wealth Advisors and Socratic Better Wealth.
