ADVISING BUSINESS OWNERS, PROFESSIONALS AND FAMILIES

Preserving capital, limiting risk and maximizing your wealth

My focus is on conservative, tax-conscious wealth management. Holding capital preservation as my top priority, I manage portfolios with the goal of achieving reasonable returns close to equity levels with lower volatility and less than equity risk.

I advise an exclusive clientele of successful accountants, lawyers, medical professionals and executives who have complex financial lives and multi-generational needs and am privileged to manage their entire asset bases. In addition to tax-effective investing strategies, my specialties include Individual Pension Plans (IPPs) and overall financial and estate planning for affluent investors.

With a deep and intimate knowledge of your personal and business circumstances, I help you invest for business growth, education and your other life goals, while minimizing tax and assisting with decisions regarding property and other investments. Working with multiple generations of your family, I facilitate tax-effective transfer of your wealth and ensure all levels of need are well provided for.
 

 


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.

17 July 2017
The Consumer
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10 July 2017
Oil, C$, & Yields
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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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