A FOCUS ON ADVISING PROFESSIONALS
Comprehensive and consolidated wealth and asset management
With over 20 years of experience in the industry, I provide a complete and varied spectrum of co-ordinated wealth and asset management services, including financial planning, insurance, estate, and charitable giving solutions. My skill is administering all aspects of your wealth with consummate care so you can relax and enjoy your life — confident today and comfortable in retirement.
Serving Accounting and Audit Partners and Executives
My expertise is providing investment leadership for Partners in the Accounting, Advisory and Audit professions who must comply with considerable restrictions regarding the companies in which they are allowed to invest, and I tailor investment plans to their unique circumstances and goals that comply with these rules. We reduce the frustration of independence compliance, and leverage the limited time our clients have to make prudent investment decisions.
Richardson GMP is proud to have been chosen as an approved partner to Deloitte Canada
As a brokerage firm that exemplifies your firm’s high standards of internal compliance to your Independence Policy, we look forward to advising you and your immediate family members. In compliance with Deloitte’s new BDIP program, Richardson GMP will provide Deloitte with a daily feed of your investment-related data so they can compare your holdings against GIMS restricted entities.
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.
20 November 2017
Market Cycle: Let the Good Times Roll
13 November 2017
Avoiding Behavioral Pitfalls
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.
This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.