Contact

Anna Greig PFP

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 - 13 April 2026

The art of discernment

The onslaught of headlines has been almost deafening, even terrifying at times, helping drive markets up one day and down the next. Markets often overreact to the news flow, and that is likely where the opportunity lies.

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Investor Strategy - April 2026

Navigate the noise

March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.

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