Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. is a Canadian corporation established in 2012 as a subsidiary of Canadian Investment dealer Richardson Wealth Ltd. Richardson Wealth (USA) Ltd. was established to help serve the full-service wealth management needs of our clients living in the United States and is a Registered Investment Advisor (RIA) offering discretionary managed accounts.
Our partners
Pershing Advisor Solutions LLC works behind the scenes on behalf of your advisor to provide operational, technology and client-related support. Pershing LLC provides clearing, brokerage custody and other related services dedicated to the safekeeping, servicing, segregation and reporting of their global client assets. We have partnered with Pershing to ensure that our clients have the peace of mind from knowing that their assets are protected. For more information on understanding the protection of client assets click here (see related doc: “Pershing’s Strength and Stability”) or for more information of the global reach of Pershing click (see related doc: Pershing
at a Glance)
Services
Richardson Wealth (USA) Ltd. offers two types of Investment accounts.
Managed account
All of your day to day investment decisions for your account will be made by your Investment Advisor Representative (IAR). The management of your investment will be based on a personalized Investment Policy Statement outlining your objectives, risk tolerance and asset mix guidelines.
Separately managed account
The management of your assets will be delegated to a 3rd party portfolio manager chosen by you and your Advisor Team. We offer access to wide range of investment strategies managed by some of the world’s largest Investment Managers.
All accounts are opened as discretionary managed accounts and operate under a Limited Power of Attorney.
Client account access
Access to your account. Anytime. Anywhere
To help you stay on top of your account(s), you have secure, online access to your accounts 24/7 through NetXInvestor. Through NetXInvestor, you can view your portfolio holdings, monthly account statements, tax documents, and trade confirmations online. NetXInvestor can be accessed from your computer, or an app which can be downloaded to your Apple or Android mobile device, providing you easy access wherever you are.
Contact us
For a list of our branch locations or to search for an Investment Advisor representative
please click below.
Head office:
Richardson Wealth Limited
100 Queens Quay East
Suite 2500
Toronto, Ontario M5E 1Y3
Phone:
416.969-3009 ext. 63009
Legal
For more information about our firm and services please review the current copies of our regulatory filings.