Contact

Team contacts

Matthew Williams CFA

Senior Portfolio Manager, Investment Advisor

Phone: 416.869.6951

Alex Gao M.Fin.

Associate Investment Advisor

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.

Estate planning

2026 year-end tax planning checklist

Effective wealth planning takes place throughout the year.

Take key tax-planning steps before the end of the year to make a positive impact on your overall finances.

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.

Train arriving, symbolizing timely insights

Market Research

Insights

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

Market Ethos - 13 October 2026

Hedging the bubble

Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis, but they can help offset your portfolio's AI exposure.

Investor Strategy - October 2026

Proceed with caution