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

 

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 - October 27, 2025

China’s FOMO moment

China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps investors are starting to feel a little FOMO.

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Investor Strategy - November 2025

Everyone loves balloons until they pop

2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?

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Tax & Estate Planning

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

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

Read more