Richardson Wealth Limited

Highly recommend. I work with Andrew Feindel of Richie Feindel Wealth Management who has done a wonderful job on my portfolio, provides me a written financial plan every year and always gets back to me within a day.
Mar 13th, 2023

Alexandra Horwood, Director - Wealth Management and her team at Richardson Wealth are an exceptional group of incredibly talented professionals who make our lives easier (and more profitable!) on too many levels to count! Here are a few of the primary where we utilized their services and fully endorse them to anyone! We were initially referred by a friend and we're happy to pay it forward. Sale of our business and development of a high impact tax strategy Financial planning and investments including development of a comprehensive Wealth Plan for the future Personal, corporate taxes and US tax challenges and potential penalties provided referrals to the right professionals to help us through a variety of complex filings, including amending two years of past US corporate tax filings based on incorrect advice from a former US accountant Estate and Will provided referrals to the right professionals who advised us on the best strategy regarding my US citizenship and how it relates to our Canadian finances and wealth plan Health and Life Insurance provided guidance and referrals to the right professionals who assisted us in aligning our long-term needs Alexandra is always right there as the Quarterback of our financial team. It's remarkable to think that at one time we had up to six incredibly talented advisors working together in sync on our behalf. In the end, we know we have a solid playbook in hand and look forward to many wins together along the way. We also want to applaud the way Alexandra and her associates manage their clients day to day through timely and efficient emails and team conference calls or meetings as they are needed. We are never left questioning what will happen next as there is always a detailed action plan in place. Holding clients accountable could be tricky for some; however, they take the guess work right out of it to make us feel very comfortable with the action items we are responsible for completing. They are always clear. They come with a reasonable deadline. And we know if there is the slightest bit of confusion on our part she is close by to support us. Finally, from a personal standpoint, we truly enjoy working with all of them and it's great to get the work done while laughing (a lot!) along the way. There is always a warm, authentic and engaging human side to our conversations and we look forward to continuing these for many years to come!
Dec 31st, 2020

Positive: Professionalism, Quality, Responsiveness, Value
Dec 18th, 2020

Positive: Professionalism, Responsiveness, Value
Nov 24th, 2020

We have been partnering with Alexandra and her team to help manage our family's financial assets for over 5 years now, and they have been wonderful to work with. She and her team have been extremely responsive to our requests and have followed up whenever the situation was needed. They are well connected and have been able to get us into investment opportunities that would otherwise not have been available to us through our Private Investment team at our bank and from that. For that, we have been quite pleased with the returns. All of that that I have written so far is just the beginning however. Alexandra has taken the time to really get to know us, our values and our financial needs based on circumstances that are unique to us. Based on what she has learned about us, she has brought to our attention investment opportunities that are in line with our values, which is very important to us. She has also invited us to workshops and seminars that addressed other important areas of financial asset management that were especially relevant to our unique situation. We come out of all of that with increased knowledge and a better capacity to make more informed decisions going forward. These qualities, I believe, are what sets Alexandra and her team apart from others. I've worked with many different financial advisors and teams over the years, but Alexandra is different because she seems to care deeply about her clients and their long term well-being. I can't recommend Alexandra Horwood and her team enough for the level and quality of service that she provides. 5 Stars is not enough.
Sep 28th, 2020