Contact us

Team contacts

Joelle Hall CIM®, CPA, CA, MBA

Portfolio Manager, Wealth Advisor, Investment Advisor

Email

Phone: 613.788.8029

Shawna Rufiange

Associate

Email

Phone: 613.788.8027

Karen Peters

Associate

Email

Phone: 613.788.8008

Contact us today

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Richardson Wealth - Ottawa Office

343 Preston Street, Suite 300
Ottawa, Ontario K1S 1N4
Tel: 613.788.8029

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.

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Tax & Estate Planning

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

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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Market Research

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

Market Ethos - 25 May 2026

A tale of two consumers

We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

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Investor Strategy - May 2026

V is for victory, for now

While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile macroeconomic backdrop remains front of mind.

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