The Richardson Barton Group - ScotiaMcLeod Saint John

Our Mission Statement

Our Wealth Management Consultative Process

We are dedicated to providing you with industry-leading wealth management advice. Our Wealth Management Consultative Process starts with a comprehensive plan, which focuses on your retirement, estate, insurance and tax planning needs.

Benefits To A Wealth Management Plan

A Wealth Management Plan will help you assess your financial situation. It will help you:

• Assess your risk tolerance and develop an asset allocation strategy
• Plan for your retirement by estimating your retirement income and expenses
• Help you save for major expenses like a child’s education or planning a vacation
• Plan to reduce your taxes
• Protect you and your family against financial crisis should you become disabled or die
• Plan your estate to ensure your assets are distributed the way you desire

Our Disciplined Investment Approach

Long Term Approach: Trying to time the market seldom works. The best results are obtained by developing and committing to a long-term plan.

Managing Risk: It is just as important to minimize risk, as it is to maximize returns. Asset allocation is the most effective way to manage risk.

Documented Strategy: Putting your wealth management plan into writing is essential.