A FOCUS ON STRATEGIC PHILANTHROPY
There has never been a better time to build your wealth and secure a lasting legacy
We provide a variety of wealth management services for select individuals and corporations. Tailored to you, we offer effective asset allocation and tax strategies that are continually adjusted to accommodate your changing needs and the realities of today’s markets. Fundamentally, our goal is to protect and preserve your capital, allowing it to prosper.
Bob Goldberger proudly supports the community and specializes in assisting clients to build meaningful legacies and donate to their chosen charities most effectively.
For more information about my charitable giving strategies as featured in the Financial Post, click here.
If you would like a free copy of my charitable giving brochure, contact me by email or phone at 416 512 3663.
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.
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..
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.