Gialet Richardson Wealth Management

Gialet Richardson Wealth Management is a select group of highly qualified investment professionals working to accomplish your personalized wealth management goals.

With a comprehensive suite of offerings, including investment strategies, retirement planning, and tax optimization, we are committed to guiding you through every stage of your financial journey.

You can rely on us

Customized financial solutions

Wealth management for individuals, families and corporations.

Committed to integrity

Honesty and transparency through all stages of wealth management.

Focused on steady growth

Through prudent diversification and a long-term investment horizon.

Our unique approach

Our clients greatly appreciate our dedicated advice and support. You can always count on:

Client service philosophy

We provide financial peace of mind for families through a proven platform of comprehensive, customized solutions and exceptional service.

Investment strategy

Recognizing that the financial needs of every client are unique, the team utilizes the extensive resources available to them to develop, implement and monitor a long-term financial solution suited to the individual. Client expectations, objectives, and time horizons are only some of the key factors that are weighed when developing individual solutions.

Pictogram of two hands holding a ball with the dollar sign on it.

Investment philosophy

Gialet Wealth Management Team embraces the same principles that have made Warren Buffett and Peter Lynch such great successes. Acquiring top quality investments at reasonable prices, and then being patient, is the key to long term financial success. This long term, conservative income approach reflects our goal of handling all client needs.

#1 in Canada

NBFWM ranked #1 in Investor Satisfaction with Full-Service Brokerage Firms, in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study. Personalized relationships that last. That’s NBFWM.

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