Orlic Harding Cooke Wealth Management Group



A FOCUS ON ADVISING MEDICAL PROFESSIONALS

Wealth management consulting and financial planning

Our team focuses on advising medical professionals, individuals, business executives and incorporated small business owners to invest with peace of mind through a wealth management process that includes investment consulting, advanced planning and relationship management.

Our team members all hold the prestigious Certified Financial Planner (CFP) designation along with other financial and estate planning credentials.  To streamline your wealth and simplify your life, we will communicate directly with your professional advisors, such as your accountant and lawyer. If you do not already have these advisors, we will be happy to share our professional relationships with proven accountants, lawyers, tax specialists, business evaluators and estate planning experts.

 

 

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.