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

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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 - 31 August 2026

Running on credit

Increased debt issuance can lead to higher economic activity and lift markets, but at what point is it too much of a good thing?

Investor Strategy - August 2026

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