Effective wealth management begins with clarity — clarity of goals, strategy, and structure. With a deep background in financial education, entrepreneurship and corporate finance, we bring a thoughtful, analytical approach to helping you make confident decisions about your wealth.
As a long-time professor of finance at leading institutions including the University of Toronto, Queen’s, and McMaster, Anwar applies the same clarity, insight and discipline to every client conversation — breaking complex ideas down into actionable strategies. The goal is to make financial knowledge accessible and relevant.
Our relationship begins with understanding where you are today, so we can map out a financial plan to get you to where you want to be. We design a detailed financial plan aligned with your retirement timelines, estate objectives, family goals, and lifestyle. We don’t chase trends, we build confidence, prioritizing education when possible — we want you to understand the rationale behind every decision. Your plan is shaped by our deep knowledge of financial and tax planning strategies and supported by Richardson Wealth’s team of tax, estate, and insurance planning experts.
Reach out to learn more about how we can bring clarity to your finances and prepare you for what comes next.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
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Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - January 19, 2025
Size matters
When it comes to large cap vs small cap it sure feels like big always wins. But the start of a new calendar year typically has folks asking, “is this the year for small cap?”
Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.