Walter McCormick, CFA, FCSI  Director, Wealth Management & Portfolio Manager
Garreth Fallis, CFA, CAIA  Senior Vice President & Portfolio Manager




RETHINKING WEALTH

Wealth management with distinction


With more than 50 years wealth management experience, we are pleased to offer affluent investors seasoned portfolio management in a platform of trust, transparency, discipline and consistency.

We perform tailored, disciplined discretionary wealth stewardship for a select clientele composed primarily of successful entrepreneurs, retirees, families and small institutions. Our top priority is to provide experienced, strategic investment leadership with a high regard for preserving your capital, meeting your growth objectives and mitigating risk and taxes.

You have reached a station in life in which you need and deserve the focused attention of highly qualified wealth managers who understand the unique mindset and sophisticated finances of high net worth investors. We will secure and simplify your wealth and ensure its seamless transfer to your heirs.
 
Though your circumstances may be complex, we will not only fulfill your needs—we will anticipate them. If you are not currently a client and would like to learn more about us, please give us a call.

 

 

Media Centre

IN THE NEWS
 


Get the latest news and media releases about Richardson GMP.

April 25, 2014
Leading the way: Top firm five years running 
Once again, Richardson GMP has ranked number one in Investment Executive’s annual Brokerage Report Card. This is our fifth year in a row, topping the chart above the banks and other national independents...



Our view

MARKET INSIGHT
 

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

26 September 2014
Less complacent

19 September 2014
Oh China

Market Outlook Quarterly
The year is off to a solid start with many equity indices making new highs. While we believe the current bull market still has a ways to go, risks appear to be rising given the amount of complacency in the market.

 

Tax & Estate Planning

STRATEGIES
 


Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
 
September 2014
Planning your business wealth transfer
If you own a company and you have one or some of your children involved in its operations, you may be facing a few estate planning challenges.