Contact

Team Contacts

Matthew Williams CFA

Senior Portfolio Manager, Investment Advisor

Email

Phone: 416.869.6951

Alex Gao M.Fin.

Associate Investment Advisor

Email

Phone: 416.869.6952

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Richardson Wealth - Toronto Office

100 Queens Quay East, Suite 2500
Toronto, Ontario M5E 1Y3
Phone: 416.869.6951

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 results in every part of your life, now and for the long term. 

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - January 12, 2025

Ethos rewind: the year’s biggest themes

The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.

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Investor Strategy - January 2026

2026 Outlook: Questions on the year ahead

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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