Caldwell Group - Richardson Wealth

Caldwell Group - Richardson Wealth Helping business owners, professionals, and families navigate financial complexity in the Kitchener-Waterloo region for over 50 years.

Whether you’re earning your first paycheque, planning for big life goals, or simply trying to understand how investing w...
08/06/2026

Whether you’re earning your first paycheque, planning for big life goals, or simply trying to understand how investing works, your journey with money doesn’t have to be complicated — it just needs to start.

https://ow.ly/TbjW50ZwJyV

07/28/2026

If you had to name one human blind spot that quietly destroys wealth over time, what would it be?

We posed that question to David Porter and Sarah Morgan in our latest Off the Cuff conversation.

Their answers might make you think differently about the decisions we all make over time.

07/09/2026

Off the Cuff is back!

Before wealth management, there were some very different first jobs...

We asked the team where they got their start and what those early experiences taught them.

We want to hear from you too—what was your first job?

Estate planning isn’t just for your parents. If you have savings, digital assets, or a pet, having a plan helps protect ...
07/07/2026

Estate planning isn’t just for your parents. If you have savings, digital assets, or a pet, having a plan helps protect your wishes and reduce uncertainty.

Read the article here:

https://ow.ly/RYpP50YB1y2

06/25/2026

We're excited to bring you Off the Cuff— a new series where we ask our team the questions that don't usually make it into client meetings, presentations, or reports.

First up: What part of the job comes most naturally to you?

At the end of the day, every team member brings a different perspective, but we're all working toward the same goal: helping clients move forward with confidence.

Watch to hear what comes most naturally to each of us.

Behind every great client experience is a team that cares deeply about the details.We’re proud to introduce the people b...
06/24/2026

Behind every great client experience is a team that cares deeply about the details.

We’re proud to introduce the people behind the Caldwell Group — each bringing unique expertise, personality, and passion to the work we do every day.

Swipe through to meet the team.

Find out more on our website: thecaldwellgroup.ca/meet-the-team -our-team

Address

120 Victoria Street South, Suite 301
Kitchener, ON
N2G0E1

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