The Legacy FORMula

Your wealth. Your lifestyle. Your legacy.

Since 1857, the Richardson Family has prospered, becoming one of Canada's leading business families and a key partner of Richardson GMP. Their legacy has taught us much about intergenerational wealth building and transfer. Let us now support your journey to build wealth for your family and future generations.

The Richardson family inspires and reflects core values of integrity, trust, leadership and excellence. With those same guiding principles, Andersen Midgley Wealth Counsel is committed to serving as your family's dedicated CFO.

Our team of professionals specializes in family wealth planning for a select group of successful professionals and business owners. We work collaboratively to put all the pieces of the financial picture together, helping clients achieve their wealth, lifestyle, and legacy goals.

Our practice has developed a process called “The Legacy FORMula”, which guides you to achieve financial independence. Our approach identifies key life cycle stages, and helps bring clarity through each each unique life event, transition, and milestone that you encounter.

When needed, we can integrate with your existing professional specialists (accountants, lawyers, etc.) to achieve a comprehensive wealth plan in tax, estate, philanthropy, insurance, and business succession. We also have in-house, as well as, external strategic partners that we may recommend.

Ultimately, we strive to partner with you to achieve the lifestyle and milestones that you have envisioned for yourself, your family, your business, and your community.

Read more about our Legacy FORMula.

Your Aging Journey

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

29 June 2020
What's wrong with my divs?
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22 June 2020
Gold re-up
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July 2020
Investor Strategy: Opening Up
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Listen here
Podcast

 

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.