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 - 13 October 2026

Hedging the bubble

Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis, but they can help offset your portfolio's AI exposure.

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Investor Strategy - October 2026

Proceed with caution

Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years of strong performance?

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