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Richardson Wealth
Revenue
$318.5 M
FY, 2021
Richardson Wealth Summary
Company Summary
- Overview
- Richardson Wealth is a wealth management firm. It offers tax strategies, alternative investing, financial, legacy and philanthropy planning, insurance, and family office services. The firm caters to individuals, families, and businesses.
- Type
- Subsidiary
- Status
- Active
- Founded
- 2013
- HQ
- Toronto, CA | view all locations
- Cybersecurity rating
Table of Contents
Key People
Lynne Brejak, SVP, Chief People Officer
Scott Stennett, COO & Director, Operations & Information Technology
Tim Wilson, CFO, RF Capital Group
Operating MetricsView all
Advisory Teams
162
FY, 2021
Assets Under Administration
$36.8B
21.5%
FY, 2021
Asset Yield, percent
83.0%
FY, 2021
LocationsView all
22 locations detected
Toronto, ON HQ
Canada
145 King St W #500
Brantford, ON
Canada
505 Park Rd N #219
Burlington, ON
Canada
5500 N Service Rd #500
Calgary, AB
Canada
Eighth Avenue Place, 525 8th Avenue SW Suite 4700
Charlottetown, PE
Canada
80 Grafton St #500
Comox, BC
Canada
1785 Comox Ave
Richardson Wealth Financials
Summary Financials
- Revenue (FY, 2021)
- $318.5M
- Gross profit (FY, 2021)
- $175.9M