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

Julie Connolly

Associate

Email

Phone: 902.620.2615

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.

Listen to the latest episodes

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Market Research

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

Market Ethos - 8 June 2026

Storytime

Expect narratives to drive markets in both directions as the sentiment or excitement oscillates. Late cycle can go on for some time and often sees some of the biggest moves.

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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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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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