MANAGING YOUR WEALTH. ON YOUR TERMS.
The Bramson Wealth Group is a dynamic team with deep stores of experience and energy and a proven track record of helping high net worth families, business owners, professionals and retired couples to maximize investment opportunities while mitigating risk and tax.
We specialize in recognizing underfollowed and misunderstood investments to offer actionable ideas you won’t find off the rack. All our recommendations are made after scrutinizing their suitability for your portfolio to help you achieve your growth objectives in context of your risk tolerance parameters and long-term financial plan.
The linchpin of our business is Richardson GMP, the largest independent investment firm in Canada. The firm empowers us to advise clients objectively without bias to any particular product or platform, brings us access to the widest universe of investment options, and offers valuable resources such as an in-house Tax & Estate Planning Team.
You simply will not find an advisory team more committed to ensuring that you never outlive your money and care more sincerely about your lasting financial success.
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.
24 July 2017
The Consumer Part 2: Changing Behaviours
17 July 2017
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.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
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.