Our vision and values
Here are the benefits we offer our clients:
A team approach. Allan Bramson has 20 years in the investment business and focuses on long-term, big-picture financial planning and relationship building. He offers astute security selection, an understanding of global markets and a talent for unlocking assets that are widely unloved and unrecognized.
We work closely with our clients. We care deeply about people, believe strongly in building trust, and have long-standing connections with people. Our services are truly client-centric; working with an independent firm, we have the freedom to provide objective advice from a virtually unlimited universe of investment options.
Transparency. We provide absolute clarity and disclosure regarding all fees and costs, taxation implications, and risks involved in any investments we recommend. With complete honesty, we explain how we will make the most of things we can control and protect our clients from things that cannot be controlled. We demystify the investment process and report your portfolio returns in simplified terms to help you understand your own success.
Our firm has a time-honoured history, sound values, fiduciary commitment, and financial stability. Richardson GMP manages $27 billion in assets and has a rich history of helping Canadians to manage and grow their wealth. The firm empowers us to advise our clients objectively, without bias, and to conduct our business in the model we choose. As equity partners in the firm, we share a vested interest in our clients’ success.