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Anna Greig PFP

Senior Investment Advisor

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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.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market Research

Insights

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

Market Ethos - January 12, 2025

Ethos rewind: the year’s biggest themes

The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.

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Investor Strategy - January 2026

2026 Outlook: Questions on the year ahead

We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.

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