MacEachern Smith Group



COMPLETE WEALTH SOLUTIONS

A service-oriented team focused on growing and preserving your wealth


Our team is dedicated to providing a complete solution to grow and preserve your wealth. This involves an investment allocation managed by us; and access to a select, external network of wealth professionals.

We help grow your wealth by working with you to determine an investment allocation that’s consistent with your needs, goals and risk tolerance. To help preserve your wealth, we hand-pick external wealth professionals who can help you in many areas. You can choose to use as many or as few as your situation requires.  

Having us connected with your other wealth professionals ensures timely and seamless implementation of your overall wealth strategy. Rest assured, our network is unbiased and free from conflict of interest as we do not receive referral fees.

We believe the strongest relationships are built on common ground and the best portfolios are built on active management and prudence. For corporations, we also provide Employee Share Purchase Plans.

 

 

Media Centre

IN THE NEWS
 


Get the latest news and media releases about Richardson GMP.

March 7, 2014
Client collapses trust to fund daughter's education 
Robert Mendenhall, Vice President, Tax & Estate Planning, presents his strategy on how to collapse a trust to fund education and the potential legal and complex issues...



Our view

MARKET INSIGHT
 

Get the latest market insights and trends from our internal research experts.

April 17, 2014
Canadian energy sector – Worth another look? 

April 11, 2014
Buy the dip?

Market Outlook Quarterly
New sets of investment opportunities and risks are emerging for 2014. Richardson GMP’s Q2 Market Outlook Quarterly explores these investment opportunities—and what they could mean to your portfolio.

 

Tax & Estate Planning

STRATEGIES
 


Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
 
April 2014
Reaching retirement goals with fixed income is more and more challenging. Why not consider an insured annuity?
The combination of a life annuity and a life insurance contract may bring much higher yield of return than other fixed income products.