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.

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.

25 July 2014
The Economics of Russian Political Risk

18 July 2014
Peloton cycle

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.
 
June 2014
Health: The most important asset of our clients
Our clients’ most important asset remains their health without which they can not work, get rich or simply enjoy the wealth they have accumulated; even at the risk of encroaching on them.