Richardson Wealth Limited
Richardson Wealth Limited is a Calgary-based wealth management firm offering investment management, estate planning, insurance services, tax strategies, portfolio management, and retirement planning. They provide tax and estate planning strategies through their professionals.
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Richardson Wealth Limited is a Calgary-based wealth management firm offering investment management, estate planning, insurance services, tax strategies, portfolio management, and retirement planning. They provide tax and estate planning strategies through their professionals.
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
Calgary, AB
In their own words.
“They have been awesome. Very professional and seem very invested in my success. Looking forward to working with them long term.”
“I couldn't be happier with the level of service and Investment knowledge that Greg and his team provides. I have total confidence in their decisions and know they are only looking after my best interests.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Richardson Wealth Limited · this provider | 2 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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