

Richardson Wealth Information
Contact top employees from
Richardson Wealth
Summary
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 res...Show more
Industries
Financial Services
Headquarters Location
Employees Size
500-1000 employees
Specialties
Wealth management, Wealth strategies, Tax strategies, Business succession, Financial planning, Estate planning, Family Office, Investment management, Portfolio management, Alternative investing, Insurance, Wealth transfer, Legacy planning, Philanthropy planning
Contact Richardson Wealth
Organization Website
Social Links
Contact Email
neil.bosch@richardsongmp.com
Phone Number
+1 416 943 6696
Competitors
Founded | Type | Employees | Revenue | Funding | |
---|---|---|---|---|---|
2004 | Privately Held | 100 - 250 | 22.7M | $0 | |
2011 | Privately Held | 1-10 | < 1M | $0 | |
2017 | Partnership | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Richardson Wealth shows a diverse range of experience levels:
2% have been with the company for less than 1 year16% for 1–2 years15% for 3–4 years18% for 5–7 years11% for 8–10 years38% have over 11 years of service at Richardson WealthEx-employees positions
In Company
In New Company
Contact top employees from
Richardson Wealth
Tetyana Lola
Advisor - Insurance Services
Stephen Cudmore
Wealth Advisor, Branch Manager
Lori Visser
Associate
Corey Eccles
Associate Investment Advisor
Grace Finlayson
Senior Training And Development Specialist
Luiz Almeida
Network Manager
Anubha Thapliyal
Database Developer
Luanne Coady
Associate
Keshini Budhoo
Total Rewards Manager
Natalie Bisset
Head of Corporate Development & SVP
Samir Bahtovic
Associate Investment Advisor
Tommaso De Marco BA
Senior Investment Advisor
Derek Perritt
Vice-President, Wealth Planning and Solutions
Maxime Bernier Brideau
Conseiller en placements adjoint- Associate Investment Advisor
William Woo
Manager, Data Services
Tania Italiano
Associate
Laurel McBrine
Business Development Assistant
Srikanth Kamithkar
Database and ETL Developer
Nathalie Ricard
Associate
Brett Burke
Senior Financial Planner
Trang Florea
Associate
Jihyung Lee
Senior Financial Analyst
Lane Mosby
Investment Advisor
Michael Tan
Managed Accounts Analyst
Laura Grant
Associate Wealth Planner
Justine Pohl
Investment Advisor
Andrea Ivasecko
Associate Investment Advisor
Jeffrey Mackie
Senior Portfolio Manager