Richmond Global Wealth

What Richmond Global Wealth does

Richmond Global Wealth Inc. is a Canadian full-service wealth, tax, investment, and insurance advisory firm headquartered at 4 Robert Speck Parkway, Mississauga, Ontario. The firm serves affluent individuals and families, business owners, and pre-retirees/retirees in Canada with an integrated suite of services including tax and financial planning, insurance solutions, estate planning, retirement planning, business succession advisory, and philanthropy structuring. Its flagship methodology, the Total Wealth Plan, integrates investment, tax, estate, philanthropic, insurance, and business succession planning into a single framework anchored by a personalized Investment Policy Statement and ongoing monitoring.

The firm's technology stack combines a proprietary AI-powered software platform (providing strategic and tactical asset allocation, scenario stress testing, Value at Risk analysis, and dynamic plan adjustments) with the third-party Conquest Planning financial planning tool and the Aviso Wealth client portal for secure 24/7 client access. Investment management is delivered through a partnership with Designed Securities Ltd., an independent investment dealer aligned with Aviso Wealth, ensuring execution free from proprietary product conflicts. The firm distributes the exclusive Bluestar Flagship Fund LP to clients and operates as part of the Bluestar network alongside KPA Lawyers and LinkRP Solutions.

Richmond Global Wealth generates revenue primarily through fee-based investment management advisory fees, comprehensive wealth planning fees, and distribution economics from exclusive Bluestar/Parvis proprietary investment products. The firm is sales-led, relying on direct advisor consultations and professional network referrals. On April 6, 2026, Parvis Invest Inc. (TSXV:PVIS) completed a 100% acquisition of Richmond Global Wealth for CAD $800,000 in an all-share transaction, integrating the advisory business into Parvis's exempt-market and CIRO-regulated platform for Canadian investors.

Name

Richmond Global Wealth

Legal name

Richmond Global Wealth Inc.

Website

https://richmondglobalwealth.com

Company type

Private

Operating status

Acquired

Headcount range

11–50 employees

Short description

Richmond Global Wealth is a Canadian full-service wealth, tax, investment, and insurance advisory firm serving affluent individuals, business owners, and retirees in Mississauga through its Total Wealth Plan methodology, AI-powered planning tools, and Bluestar network partnerships.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

Keywords

• Wealth management services
• Financial advisory
• Estate planning
• Investment management
• Retirement planning

Headquarters

HQ city

Mississauga

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Advisory Fees: Revenue generated from providing investment management services, including portfolio construction, asset allocation, and ongoing investment advisory through partnered investment dealers.
2. Wealth Planning and Financial Advisory: Fees for comprehensive wealth planning services including tax planning, estate planning, retirement planning, insurance planning, and business succession advisory.
3. Proprietary Investment Products: Distribution of exclusive investment products developed by the firm's investment committee, including the Bluestar Flagship Fund LP.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Richmond Global Wealth is a full-service wealth management advisory firm offering integrated tax and financial planning, insurance, estate planning, retirement planning, business succession, philanthropy advisory, and investment management services. The firm centers its offering around a proprietary Total Wealth Plan framework and delivers investment management through a partnership with Designed Securities Ltd. and Aviso Wealth, supported by an AI-powered proprietary software platform for personalized financial planning and risk management.

Product overview

Richmond Global Wealth is a full-service wealth management advisory firm operating as a Bluestar company. The firm offers an integrated suite of wealth planning services centered around the Total Wealth Plan framework, which combines tax and financial planning, insurance solutions, estate planning, retirement planning, business succession, and philanthropy advisory. Investment management is delivered through a partnership with Designed Securities Ltd. and Aviso Wealth, featuring a proprietary AI-powered software platform that provides personalized financial planning, risk management tools (including scenario stress testing and VaR analysis), and strategic/tactical asset allocation optimization. Exclusive investment products include the Bluestar Flagship Fund LP. Following the April 2026 acquisition by Parvis Invest Inc., the platform integrates RGW's advisory capabilities with Parvis's private market investment opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

• Total Wealth Plan Comprehensive wealth planning framework integrating investment, tax, estate, philanthropic, insurance, and business succession planning. Develops a personalized Investment Policy Statement (IPS) aligned with long-term goals, time horizon, and risk tolerance for affluent Canadian individuals and families.
• Tax and Financial Planning Goals-based financial planning including cash flow analysis, net worth assessment, RRSP/RESP/TFSA optimization, charitable deductions, and trust structures for Canadian individuals and business owners.
• Insurance Solutions Risk management and protection offering including life insurance, disability insurance, critical illness, long-term care, business coverage, key person insurance, and retirement benefit packages for individuals and businesses.
• Estate Planning Wealth transfer evaluation, tax minimization strategies, charitable giving strategies, will planning, executor selection, and conflict minimization for affluent clients planning intergenerational wealth transfer.
• Retirement Planning Capital requirements identification, retirement income and estate value projections, RRSP/RRIF/LIRA/LIF account management, CPP/QPP/OAS optimization, and retirement residence planning for pre-retirees and retirees.
• Business Succession Planning Business succession strategies, group benefits and pension plan expertise, family trust structures, family governance frameworks, and separation of family, ownership, and management functions for Canadian business owners.
• Philanthropy Advisory Charitable giving integration including private foundations, public foundations, donor-advised funds, donations of publicly-listed securities, donations upon death, gifts of life insurance, and legacy creation for high-net-worth clients.
• Investment Management Independent investment management delivered through partnership with Designed Securities Ltd. and Aviso Wealth, featuring proprietary AI-powered software for personalized planning, risk management (scenario stress testing and Value at Risk analysis), and strategic/tactical asset allocation.
• Bluestar Flagship Fund Exclusive growth portfolio managed through the Bluestar Flagship Fund LP, available to clients through the Parvis Invest platform and providing access to private market investments.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• Bluestar Equity Inc.coreStrategic or Co-development PartnerParent company established in 2012 that invests in small to medium-sized businesses. As a Bluestar company, RGW benefits from integrated wealth planning solutions combined with legal assistance, financial consulting solutions, and exclusive investment opportunities through the Bluestar network.
• KPA LawyerscoreImplementation/ SI/ Consulting PartnerGroup of full-service law firms providing business law, family law, real estate, criminal defence, civil litigation, and wills & estates services. Partners with RGW to provide integrated legal-wealth planning solutions for clients.
• LinkRP SolutionscoreImplementation/ SI/ Consulting PartnerFinancial consultancy providing advisory services on complex files to major banks in Canada. Works with business owners at any stage of their company life-cycle, recommending and implementing financial solutions in partnership with RGW.
• Designed Securities Ltd.coreTechnology or IntegrationIndependent investment dealer partnered with Aviso Wealth, one of Canada's largest independent wealth management firms. Provides RGW clients with secure, flexible financial solutions free from parent company mandates and proprietary product conflicts.
• Aviso WealthcoreTechnology or IntegrationOne of Canada's largest independent wealth management firms providing infrastructure and platform support for Designed Securities Ltd., enabling RGW to offer clients secure, comprehensive wealth management solutions with online client portal access.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Strengths3 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/richmond-global-wealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Richmond Global Wealth