Richardson Wealth is a premier independent wealth management firm in Canada that blends boutique-level personalization with nationwide advisory reach. The firm delivers comprehensive wealth strategies spanning investment and portfolio management, tax planning, business succession, estate and legacy planning, family office services, alternative investments, insurance, wealth transfer, and philanthropy. By empowering advisory teams across the country, Richardson Wealth simplifies complex financial landscapes while fostering long-term client relationships. Its distinctiveness lies in a Canadian-centric, client-first culture that prioritizes high-standard care, relationship building, and sustainable financial wellbeing.
We are seeking a Vice President, Tax & Estate Planning to provide wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations.
Richardson Wealth is a premier independent wealth management firm in Canada that blends boutique-level personalization with nationwide advisory reach. The firm delivers comprehensive wealth strategies spanning investment and portfolio management, tax planning, business succession, estate and legacy planning, family office services, alternative investments, insurance, wealth transfer, and philanthropy. By empowering advisory teams across the country, Richardson Wealth simplifies complex financial landscapes while fostering long-term client relationships. Its distinctiveness lies in a Canadian-centric, client-first culture that prioritizes high-standard care, relationship building, and sustainable financial wellbeing.
Richardson Wealth