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Alexandra Horwood, CIM, Portfolio Manager, Investment Advisor

Alexandra Horwood & Partners, Richardson Wealth Limited

145 King Street West , Suite 500, Toronto, Ontario M5H 1J8

Team Assets (Custodied)

$416-million

Typical Size of Household Accounts

$1.5-million -
$3-million

Minimum Account Size for New Business

$500,000

Typical Net-Worth of Relationships

$3-million -
$10-million

Alexandra Horwood heads Alexandra Horwood & Partners at Richardson Wealth. She is a multi-award-winning portfolio manager and investment advisor. Alexandra’s specialty is long-term investing and comprehensive, tax-smart wealth management strategies for successful mining executives, business owners, and wealthy families.

Alexandra acts as an integrated life and wealth coach for her clients. She provides hyper-personalized and goals-based advice on all facets of financial well-being. The team’s commitment is demonstrated by the white-glove service they provide to each client who entrusts them with their hard-earned wealth.

Alexandra and her team are passionate about their business, with a sole focus on changing their clients’ financial lives for the better. They treat their clients like family, and are dedicated to their long-term success. Their full-service wealth management approach has been extremely successful at helping executives and their families to lower tax bills and boost investment returns.

Alexandra takes a holistic approach. The process starts with a discussion of each client’s investment needs and goals, and continues with a customized investment strategy to maximize client gains while protecting the portfolio from market risk.

They rely heavily on their in-house team of estate lawyers, accountants and insurance professionals, along with the client’s own trusted team of advisors. Alexandra works closely with clients to coach them on all areas that affect their wealth. Most importantly, Alexandra and her team listen to each client, working together to define financial goals and ensure a successful outcome.


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