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Michael Richardson

Vice President

Mike Richardson

Vice President
ext. 232

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Caldwell Insurance
Toronto, ON

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As an investment advisor, Michael has been working with clients to establish and achieve their goals in wealth management. Understanding a client's needs is paramount to helping them accumulate assets for the future. By working with clients to appreciate their need to save and invest for the long term, Michael develops the right strategies and portfolios to optimize success.

With nearly a decade of experience trading in individual securities and mutual funds for families, corporations and trusts, Michael has developed a system for balancing client goals while minimizing risk. By assessing goals, horizon and risk tolerance, you can be assured that you have a partner who is working with you toward a common purpose.

Michael earned his degree from Wilfrid Laurier University with a focus on Business Administration. Through his professional development he has earned licenses in insurance, derivatives, options and portfolio management, as well as his Fellowship in the Canadian Securities Institute.

Michael lives in Toronto where he is active in the community and with charitable work. He has a particular interest in local hockey and road biking.  He helped found the St Michael’s Foundation Annual Duffer Golf Tournament that raises funds for urban health issues.