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 - 22 June 2026

It’s a buyer’s market

Who is actually buying bonds? And as the composition of that buyer base changes, how should we think about yield risk?

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Investor Strategy - June 2026

Beneath the surface

Inflation is experiencing upward pressure, bond yields are trending higher, and the equity market’s pain threshold to these factors may prove higher than most think.

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