Strengthening Our Team to Better Serve You

A Message from Your Richardson Wealth Advisory Team

We are pleased to announce the merger of our wealth‑management teams—an important step that enhances our ability to deliver disciplined, institutional‑grade portfolio management while preserving the personalized service you value.

At Richardson Wealth, we operate as an independent advisory boutique, free from the conflicts of interest often found at major banks that promote their own in‑house products. We offer no proprietary investment products and are never incentivized to sell them. Your interests drive every recommendation we make.

 

Our investment process is grounded in independent research, proprietary quantitative models, and AI‑enhanced analytics, allowing us to identify opportunities and risks with clarity and discipline.

A Commitment to Education and Legacy

Beyond managing capital, one of our core missions is to educate you and the next generation, passing along the knowledge, discipline, and industry insights that have shaped our careers. We believe that well‑informed families make better long‑term decisions, avoid common pitfalls, and maintain wealth more effectively across generations.

We do this because:

• Financial literacy compounds - just like capital. Knowledge passed today helps families make stronger decisions tomorrow.
• Intergenerational planning works best when everyone understands the 'why,' not just the 'what.'
• True wealth management includes preparing heirs, not just portfolios.
• Transparency builds trust. When you understand our process, our decisions, and market dynamics, it strengthens the partnership we rely on to protect and grow your wealth.

A Stronger Investment Process – Two Complementary Approaches

Martin Boulianne, CPA, FCSI®
Associate Portfolio Manager, Senior Investment Advisor

With more than 30 years of experience in the financial markets—combining institutional exposure, expertise in compliance, a disciplined approach to risk management, and a strong accounting background—I approach portfolio management with rigor and a deep understanding of real‑world financial challenges. As a CPA‑designated Portfolio Manager and holder of all personal insurance licenses, I take a fully integrated wealth‑management approach, aligning investment decisions with tax, entrepreneurial, and estate considerations to optimize after‑tax returns, coordinate risk management, and ensure the long‑term preservation and transfer of wealth.

 

Anthony Zicha, B.Sc., CIM®, FCSI®
Portfolio Manager, Investment Advisor

Anthony brings over 30 years of experience as a top‑ranked, award‑winning equity analyst, having advised major financial institutions across North America and Europe, including Caisse de dépôt du Québec, Fidelity, and Investors Group. By combining deep financial analysis with disciplined investment judgment, Anthony helps clients optimize portfolios, manage risk, and achieve their long‑term goals. Over his career, he rose to become Managing Director of Equity Research at Scotia Capital and earned the prestigious TopGun Analyst designation, awarded by more than 200 of Canada’s leading buy‑side portfolio managers. Anthony is a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®).

 

Together, this dual‑lens approach gives you the best of both worlds: macro‑aligned portfolio positioning paired with conviction‑driven security selection.

Our team continues to conduct independent research, perform direct company due‑diligence, complete on‑site visits, apply advanced AI‑supported analysis, and participate in corporate investor days. This combination strengthens long‑term continuity and our ability to support you and your family.

What This Means for You

Your investment strategy and objectives remain unchanged. This merger simply enhances the depth, stability, and capabilities of the advisory team behind you.

Conclusion

Portfolio managers grow wealth - CPAs ensure it keeps compounding.

We thank you for the trust you place in us and look forward to continuing to support you and your family in the years ahead.