Contact

Team Contacts

Stephen Cudmore BBA, CFP, FEA

Senior Wealth Advisor, Branch Manager

Email

Phone: 902.620.2612

Jonathan Ross BBA,PFP

Senior Investment Advisor, Assistant Branch Manager

Email

Phone: 902.620.2613

Luanne Coady

Associate

Email

Phone: 902.620.2604

Macy Cudmore

Business Development Assistant

Email

Phone: 902.620.2605

Ambar Andujar

Assistant

Email

Phone: 902.620.2610

Richardson Wealth - Charlottetown Office

80 Grafton Street, Suite 500
Charlottetown, PEI C1A 1K7
Phone: 902.620.2612

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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Conversations on wealth: Podcast

Podcast

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

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Market Research

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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Tax & Estate Planning

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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