Richardson Wealth Limited

I found Richardson Wealth (Alexandra) on a Forbes article and after interviewing them and a few other wealth managers and it became clear that Richardson team was the best in Ontario (possibly Canada). After over a year with the firm, I'm still shocked and impressed with the level of investment growth. They have serious connections and experience, so I shouldn't be too surprised, but I am. ;-pIn terms of customer service, since the first day I signed on the team gave me constant updates, they're extremely informative and always responsive. Also, super friendly and nice! Really, this place is the total package. Alexandra, I'm so thankful for you and your team!

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.

When we go to doctors we don't tell them what to do and how to do it. We expect them to be experts that will take the best course of action on our behalves at the best possible time and that is what I was looking for in a financial advisor – a financial doctor.Before I met Alexandra and The Horwood Team the thought of investing really stressed me out. I had worked with advisors before that were nice and meant well but underperformed the market, lacked confidence, presented ideas in unusually complicated ways, and almost always left the final decision to invest in something or not up to me. Why was I calling the shots and why didn’t anything ever make much sense? I assumed this was just the way it was; a part-time job managing my advisor that was slowly turning into a full-time job as I looked more and more into self-managed investment approaches.I was introduced to Alexandra through a colleague who was making a unique investment with her help. Since I was doing almost all of my own investing at this point I scheduled a meeting to research this particular opportunity and... fortuitously... that changed everything! It was 30 minutes into that meeting that I realized I had found my financial doctor and pulled the trigger on an investment with her that very day.This was the start of our relationship. Over the coming months Alexandra and her team rebuilt my entire investment portfolio including my retirement accounts. Every one of the investment ideas were excellent performers, made a ton of sense together, and she was invested in them personally, which meant a lot. I also had access to unique opportunities including startups and pre-IPO companies that I couldn’t have found anywhere else based on research and relationships that her team had built over the years. We were optimized from a risk-management perspective and were very efficient when it came to taxes. Alexandra’s team specializes in tax-saving strategies, which in my mind is one of the most important levers for long-term growth.She even went out of her way to review my will and help me find the best life/medical insurance products to match my needs. She took the time to understand where I wanted to be in a few years as well as much further down the road. She had a complete view of my financial world and her confidence and comfort in calling all the shots was the icing on the cake. I honestly couldn’t be happier and don’t think about any of this anymore – I leave it all in the capable hands of Alexandra and her team.As an aside, I did my Masters and PhD in Electrical Engineering and Computer Science at some cutting edge research labs at MIT. I have also since worked in some very intense consulting, finance, and startup environments. In all that time I haven't come across many people that work as hard as Alexandra does and is as driven for both her own and her client's success. Her team is just as brilliant and as passionate as she is. It's been an absolute pleasure getting to know them and participate in the educational seminars and networking sessions that they’ve organized. The firm that does my accounting has thousands of clients and had made it a point to mention that working with The Horwood Team was one of the most streamlined and efficient relationships they've ever had. There is a reason why Alexandra and her team continue to win awards. It would be a pleasure to speak with anyone at any time about my experience being a client of The Horwood Team and why you should consider going to them for financial advice - it'll be one of the best moves you'll make.

As an investment professional myself, I had not considered the value add of a financial advisor. Why pay additional costs, when I can do the investing myself? Well, I couldn't be more wrong. Alexandra Horwood may be the only advisor I would ever entrust with my money. Not only is her cost structure more than fair, you get the whole platinum service along the way. Tax, estate, insurance, wealth planning.... the list goes on. I have never worked with anyone with her level of organization, responsiveness, and expertise. She proved herself so much that I referred my parents and colleagues to her, and they have been thrilled with their results. There are many reasons why she has been recognized with industry awards and prominent rankings year after year. Hiring her and Richardson Wealth was the best decision I have made for my future financial security.

I'm very glad that four years ago I moved my investment portfolio to Alexandra Horwood and her team at Richardson Wealth. The results have been excellent and the service impeccable. Their service is comprehensive and includes, among other things, tax planning which has proved to be very useful. I also appreciate the way they work with my accountants at tax time providing all the necessary documentation directly and making the whole process seamless for me. I look forward to working with Alexandra for many years to come.

Alexandra has been our family advisor for almost two years now and during that time we have been extremely happy with her and her team.She works with you to determine your goals and finds the best way to achieve them. We have been particularly pleased with her ability to find pre-IPO opportunities that would otherwise never be available to us. Her team and contacts at Richardson Wealth have also been very useful in mapping out and planning for estate, tax and insurance efficiencies.She is always responsive, listens well to your needs, and always acts in a quick and competent manner. We have already recommended her to friends of ours who have happily signed up with her, and will continue to do so in the future.

My family has been a client of Alexandra Horwood and team for several years. She is organized and responsive and always provides as much, or as little detail as requested or needed. She is very knowledgeable and I fully trust my family's financial planning in her capable hands!

Since starting to work with Alexandra Horwood and her team, I have seen an unbelievable improvement and continued steady growth in my investment portfolio, while being consistently impressed by her creativity, professionalism and attention to detail. At times, I’ve honestly felt like I’m her only client! Alexandra completely re-structured my portfolio and since then has continued to advance and grow it to match our family's goals, all in a tax-efficient manner. I would recommend Alexandra Horwood to anyone!

We interviewed several firms to manage our investments and my Mom, brothers & sisters-in-law, and my wife & I all chose Alexandra Horwood and her Team at Richardson Wealth. We are very happy we did & completely satisfied. Alexandra's investment advice, knowledge & services are excellent, including her investment recommendations, RRSPs, RRIFs, wills and retirement planning. Alexandra's reviews are always informative and her Team members are easily accessible, extremely professional, and do an exceptional job handling our requests in an efficient & timely manner. Our Mom especially is very happy with Alexandra. She feels safe with Alexandra's caring & guiding approach, and loves that Alexandra treats us like family. Alexandra will not put our money in an investment product she is not personally invested in, and always makes investment decisions that are in our best interests. Most importantly Alexandra treats our investments like they were her own. We have never regretted our decision to go with Alexandra and look forward to many more years of taking her advice. I would not hesitate to recommend Alexandra Horwood & her Team at Richardson Wealth.

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.