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.

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.