The Richardson Barton Group - ScotiaMcLeod Saint John

We provide clients with a comprehensive Wealth Management Plan emphasizing our core beliefs:

Safety of Capital: — We believe that an investor’s number one concern is protection of the wealth they have accumulated. We make that our number one concern as well. We develop portfolios seeking to provide returns while managing the risk to your capital.

Reasonable Rate of Return: — We believe in using a conservative, balanced approach to provide you with a reasonable rate of return. We are not striving to hit a home run. Our philosophy is to conservatively grow your assets over time.

Flexibility of Income: — We understand that over time clients may need to generate cash flow from their investments. We seek to do this by utilizing dividend-paying common stocks, preferred shares, guaranteed fixed income and resources like the mutual fund systematic withdrawal plan.

Tax Advantages: — We work to provide you with the most tax effective portfolio, without sacrificing your safety of capital.

This philosophy has served our clients well through good market times and bad ones. We want you to sleep comfortably, knowing we are working for you.

Contact Us Today!