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.
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.
Get the latest market insights and trends from our internal research experts.
14 August 2017
8 August 2017
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored..
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?