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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

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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

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?”

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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.

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