INCOME IS THE KEY TO REDUCING RISK IN YOUR PORTFOLIO.

What we offer

We use a customized personal approach to investing. We actively manage your portfolio using individual investment products. We do not focus your portfolio around bulk products that group many clients together. We create a focused investment portfolio that is tailored specifically to you and your family.

What we do differently

Our team has almost 30 years in experience in the investment industry designing programs for individual investors in the Kitchener-Waterloo Area. We call this our Quality Income Solution. This has been refined over the years to provide a unique approach to investing. Our Quality Income approach is made to weather market fluctuations by generating consistent yield.

Working at Canada’s largest independent wealth management firm, we have the freedom to invest in any investment product on the market. We use investments we think will match up with you and your needs. This results in a focused and driven investment portfolio.

We provide this service for an open and transparent fee that is well below what typical mutual funds charge.

Get the attention you deserve for your future.

Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.

19 September 2016
Gareth Watson on CBC: Consumer debt
Gareth Watson, Director, Investment Management & Researcher joined Carole MacNeil on this weekend's CBC Business Panel. Among the topics discussed were consumer debt levels and changes to the minimum wage.

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Our view

MARKET INSIGHT


 

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

24 July 2017
The Consumer Part 2: Changing Behaviours
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17 July 2017
The Consumer
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Special Report
Assessing your financial sensitivity to changes in interest rates. This report offers a look into the consumer debt climate in Canada followed by steps you can take to better manage debt. Most importantly, we've included a debt calculator which will give you insight into how manageable it will be should interest rates go up. 
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Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

June 2017
Business succession
Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed. To maximize proceeds and or minimize tax, planning must begin well in advance of the anticipated transition date.

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