Richardson Wealth
Richardson Wealth

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

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Contact Email

neil.bosch@richardsongmp.com

Phone Number

+1 416 943 6696

Competitors

Founded
Type
Employees
Revenue
Funding
2004Privately
Held
100 - 250 22.7M $0
2011Privately
Held
1-10 < 1M $0
2017Partnership 10-50 - $-

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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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 Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from Richardson Wealth
Tetyana Lola
Advisor - Insurance Services
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Stephen Cudmore
Wealth Advisor, Branch Manager
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Corey Eccles
Associate Investment Advisor
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Grace Finlayson
Senior Training And Development Specialist
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Luiz Almeida
Network Manager
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Anubha Thapliyal
Database Developer
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Keshini Budhoo
Total Rewards Manager
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Natalie Bisset
Head of Corporate Development & SVP
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Samir Bahtovic
Associate Investment Advisor
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Tommaso De Marco BA
Senior Investment Advisor
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Derek Perritt
Vice-President, Wealth Planning and Solutions
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Jay Patel
Analyst, Data & Reporting
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Maxime Bernier Brideau
Conseiller en placements adjoint- Associate Investment Advisor
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William Woo
Manager, Data Services
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Anna Li
Manager, Managed Accounts
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Laurel McBrine
Business Development Assistant
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Srikanth Kamithkar
Database and ETL Developer
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Brett Burke
Senior Financial Planner
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Jihyung Lee
Senior Financial Analyst
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Lane Mosby
Investment Advisor
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Michael Tan
Managed Accounts Analyst
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Laura Grant
Associate Wealth Planner
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Justine Pohl
Investment Advisor
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Andrea Ivasecko
Associate Investment Advisor
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Jeffrey Mackie
Senior Portfolio Manager
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