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.
17 July 2017
10 July 2017
Oil, C$, & Yields
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.