About Sam Richardson

Sam Richardson began his career in the investment industry in 2005, joining MacDougall, MacDougall & MacTier (3Macs) in 2011. He has worked in partnership with Charles Kennedy and Carmen Jankey since then. 3Macs became a division of Raymond James Ltd. in October 2016.

Biography

Shortly after moving to Canada from Australia in 2005, Sam joined a bank owned brokerage. His work there and at 3Macs has exposed him to the intricacies of helping clients create and manage their wealth, with a specific focus on the unique needs of high-net-worth professionals and business owners.

Sam holds a Bachelor of Business (majoring in Financial Planning) from RMIT University in Melbourne, Australia, and has acquired the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations.

The CFA Program is a graduate-level curriculum that provides a strong foundation of the real-world investment analysis, portfolio management skills, and practical knowledge needed to navigate today’s investment industry. CFA charterholders are recognized for their unbending integrity and serious commitment to professional conduct and education.

Investment Philosophy

Sam and his team believe a financial advisor’s job is to help our clients accomplish their financial goals in a manner that they are confident in and comfortable with. In our opinion, there is only one way to do this: By investing in high-quality, dividend-paying stocks that have been able to grow their dividend year after year. Companies that choose to share their success with their shareholders in this way must manage their capital expenditures to grow the business faster than they grow the dividend. To do this, dividend growth companies develop innovative ways of increasing efficiencies and managing resources. Experience, as well as academic research, has shown us that forming a portfolio of such companies has outperformed the underlying benchmark time and time again.

For more information, please call 416.597.7941 or email srichardson@3macs.com

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Sam Richardson
Portfolio Manager

Raymond James Ltd.

Our History

06/10/2018
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Our Accolades

06/07/2018
Helping you manage your financial success
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Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
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About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
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Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
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