Insights

Growth and leadership Recent leadership changes at Richardson Wealth with Julie Gallagher appointed as President and CEO signal a strategic shift that sales teams can align with, offering tailored advisory and wealth management solutions to support new leadership initiatives and growth priorities.

Acquisition and integration Industry consolidation activity impacting the firm, including the iA Financial Group acquisition of Richardson Wealth’s predecessor, creates opportunities to position enhanced technology, capital markets access, and cross-sell of investment products to a broader client base and partner networks.

Technology enablement Adoption of CapIntel integration and a modern advisor desktop ecosystem indicates a push toward data-driven wealth management; this presents opportunities to offer analytics platforms, CRM improvements, and digital onboarding services to improve advisor productivity and client outcomes.

Employee engagement appeal Consistent recognition as a Best Workplace in Financial Services suggests a strong culture that can be leveraged in talent-sourcing discussions with institutions seeking to enhance retention, onboarding, and advisor recruitment through technology and scalable support services.

Market positioning As a leading independent Canadian wealth manager with a mid-scale revenue footprint and 501-1000 employees, Richardson Wealth represents a prime target for strategic partnerships, wealthtech integrations, and service outsourcing opportunities aimed at expanding client segments while maintaining a boutique client experience.

Similar companies to Richardson Wealth

Richardson Wealth Tech Stack

Richardson Wealth uses 8 technology products and services including DoubleClick Floodlight, Salesforce, SQL, and more. Explore Richardson Wealth's tech stack below.

DoubleClick Floodlight
Advertising
Salesforce
Customer Relationship Management
SQL
Database
oEmbed
Dev Tools
Shopify
E-commerce
Cisco Switches
Network Hardware
Python
Programming Languages
Google
Search Engines

Media & News

Richardson Wealth's Email Address Formats

Richardson Wealth uses at least 2 format(s):

Richardson Wealth Email Formats	Example	Percentage
First.Last@richardsongmp.com	John.Doe@richardsongmp.com	86%
FLast@richardsongmp.com	JDoe@richardsongmp.com	10%
First.Middle@richardsongmp.com	John.Michael@richardsongmp.com	2%
FirstL@richardsongmp.com	JohnD@richardsongmp.com	2%
First.Last@richardsonwealth.com	John.Doe@richardsonwealth.com	94%
Last@richardsonwealth.com	Doe@richardsonwealth.com	3%
Last.First@richardsonwealth.com	Doe.John@richardsonwealth.com	2%
First.Middle@richardsonwealth.com	John.Michael@richardsonwealth.com	1%

Frequently Asked Questions

What is Richardson Wealth's phone number?

You can contact Richardson Wealth's main corporate office by phone at

+1-416-607-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Richardson Wealth's official website and social media links?

Richardson Wealth's official website is richardsonwealth.com and has social profiles on LinkedIn.

What is Richardson Wealth's NAICS code?

Richardson Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Richardson Wealth have currently?

As of July 2026, Richardson Wealth has approximately 942 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Ceo: R. N.Chief Financial Officer And Corporate Secretary: E. M.Chief Of Staff: J. S.. Explore Richardson Wealth's employee directory with LeadIQ.

What industry does Richardson Wealth belong to?

Richardson Wealth operates in the Financial Services industry.

What technology does Richardson Wealth use?

Richardson Wealth's tech stack includes DoubleClick FloodlightSalesforceSQLoEmbedShopifyCisco SwitchesPythonGoogle.

What is Richardson Wealth's email format?

Richardson Wealth's email format typically follows the pattern of First.Last@richardsongmp.com. Find more Richardson Wealth email formats with LeadIQ.

Richardson Wealth

Q: How many employees does Richardson Wealth have currently?

Richardson Wealth has approximately 942 employees.

Q: What technology does Richardson Wealth use?

Richardson Wealth's tech stack includes C#, Akismet, Microsoft Excel, tcpdump, Microsoft Power Platform.

Q: What is Richardson Wealth's NAICS code?

Richardson Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesOntario, Canada501-1000 Employees

Richardson Wealth is an independent wealth management firm in Canada that blends a boutique-level, personalized service with a comprehensive approach to managing wealth for the long term. It operates a nationwide network of advisory teams, delivering financial and investment guidance within a relationship-focused model. The firm is based in Toronto, Ontario, and positions itself as a steward of clients' financial wellbeing. Its emphasis is on growing, protecting, and enhancing clients' financial wellbeing through durable client care and people-centric service rather than purely transactional advice. In March 2026, Richardson Wealth announced the appointment of Josh Makuch as vice-president of business strategy, analytics and growth, reflecting ongoing leadership evolution within the firm.