Contact

Anna Greig

Senior Investment Advisor

Phone: 905.615.5615

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Richardson Wealth - Burlington Office

1111 International Blvd, Suite 400
Burlington, Ontario L7L 6W1
Phone: 905.615.5615

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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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.

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Market Research

Insights

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

Market Ethos - 29 June 2026

Dollar drama

Forecasting currencies? Good luck. That being said, it is a zero-sum game in the really long term and sometimes factors all align in one direction.

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Investor Strategy - July 2026

Technically speaking

The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets have continued to deliver solid gains.

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