Richardson Wealth Limited
54Developing100 Queens Quay E Ste 2500, Toronto, ON M5E 0C7, Canada
About
Richardson Wealth Limited is a Toronto-based investment and financial planning firm serving clients with comprehensive wealth management, including retirement and estate planning.
Senior Care Path Summary
Richardson Wealth Limited in Toronto provides investment management, retirement planning, estate planning, and tax strategies designed to help clients protect and enhance their wealth. Their professionals work with clients on understanding tax implications, including emerging issues like the Alternative Minimum Tax that may affect retirement savings and estate goals.
The firm offers portfolio management and insurance services alongside personalized financial planning. Clients can reach the Toronto office by phone, toll-free, or email to discuss their specific needs and connect with advisors.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees managing investment portfolios
- Families planning estates and tax strategies
- Clients seeking retirement income planning
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.6
36 Google reviews
Most recent reviews
Robert MacKay
a month ago · via Google
An exemplary model of fiduciary discipline and systematic asset management. Over a multi-year period of evaluating wealth preservation structures across the GTA, this office has consistently demonstrated a superior understanding of risk-mitigation parameters and capital allocations. The analytical framework they utilize is entirely data-driven, devoid of the volatile, speculative hype often found in modern retail brokerage packages. Every portfolio adjustment and structural tax planning strategy is supported by a comprehensive, line-by-line quantitative analysis, ensuring total fiscal clarity. Logistically, their operations run with perfect administrative precision - appointments are systematically structured, reporting documentation is flawless & there is zero operational friction or hidden cost inflation. The management operates with absolute regulatory transparency and corporate integrity, respecting both contract parameters and the client's time metrics. A highly reliable, sound institutional anchor for any capital manager who prioritizes disciplined, long-term wealth stabilization over superficial market trends.
Nicki Iskander
a year ago · via Google
My family moved our investments to Richardson Wealth after a negative experience with another family office. I'm thrilled with the level of customer service. Alexandra and her team have taken the time to speak with me privately about my needs, my fears, and my goals for the future. They always reply quickly to my requests—even last-minute requests during busy times like tax season. I feel seen, understood, and well-prepared for my financial future. I'm confident my family's money is in good hands.
jen pott
a year ago · via Google
We are so glad we made the decision to move our investment portfolio to Alexandra Horwood and her incredible team. From day one, they have proven themselves to be more than just financial advisors—they’ve become trusted partners in our financial journey. What truly sets Alexandra and her team apart is their exceptional level of communication and personalized service. They have taken the time to truly understand who we are—our family’s values, our long-term goals, and financial aspirations. They’ve structured our portfolio in a way that’s not only been tax-efficient but has also aligned perfectly with our objectives. And the results speak for themselves! Despite the challenges presented by the market in recent years, our portfolio has experienced remarkable growth, thanks to their expertise and strategic thinking. They consistently look for creative investment opportunities, and we have felt confident in every decision they’ve recommended. Beyond just the numbers, Alexandra’s team is incredibly proactive in ensuring that everything is handled smoothly. From tax time to navigating complex financial decisions, they have made every step seamless, often working directly with our accountants to make the process as efficient as possible. The level of care they put into their work is unparalleled. We have recommended Alexandra to friends and family, and would not hesitate to do so again. If you’re looking for a wealth management team that’s not only skilled but truly cares about your financial future, I wholeheartedly recommend Alexandra Horwood and her team at Richardson Wealth.
Summary of Google Reviews
Summarized by Senior Care Path from Richardson Wealth Limited's Google rating and recent reviews. Confirm specifics with the provider.
Richardson Wealth Limited holds a strong 4.6-star rating across 36 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member of CIRO (Canadian Investor Regulatory Organization)
- Member of Canadian Investor Protection Fund (CIPF)
Languages Supported
Frequently Asked Questions
What services does Richardson Wealth Limited offer?
Richardson Wealth Limited is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Richardson Wealth Limited?
You can call Richardson Wealth Limited directly at (416) 943-6696, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.
Is Richardson Wealth Limited verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
100 Queens Quay E Ste 2500, Toronto, ON M5E 0C7, Canada
Also serves
- Toronto, Ontario