Address
4100 Yonge Street, Suite 500
North York, ON  M2P 2B5     Map
 

Bob Goldberger, MBA, CPA, CMA, CFP
416.512.3663 Robert.Goldberger@RichardsonGMP.com

Karen Byer
416.512.3682 Karen.Byer@RichardsonGMP.com

 
 

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

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

August 2017
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?

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Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

18 September 2017
Core Income Refresh - Part 2
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11 September 2017
Core Income Refresh - Part 2
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Special Report
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.. 
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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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