"I personally have worked with David for the past 25 years and have found David to be very knowledgeable, hard working and committed to client needs. I would recommend David and his team to anyone seeking sound investment advice."
Irwin Ellis, Principal at Arsenault Best Cameron Ellis
"I want to express my appreciation to David for his excellent counsel and advice for over 30 years to me and my family. With his professional expertise, we have avoided many of the risks and stresses usually associated with personal wealth management. In addition, he has taken advantage of several opportunities that have enhanced my portfolio beyond my expectations. It is a pleasure to be his client and my trust and confidence in David has only increased over the years."
Dr. Allen MacLean, Summerside, PE
LIVE LIFE. ON YOUR TERMS
Protecting and enhancing what's most important to you.
Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your aspirations.
It's also about controlling what you can and protecting what you can't. And that's our expertise. For many years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - Live life. On their terms.
Our team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs.
Our promise is to strive for excellence and to continue earning your trust.
Please contact us to learn how we can help protect and enhance what's most important to you.
Get the latest market insights and trends from our internal research experts.
23 May 2017
Active vs. Passive
15 May 2017
Beware Calm Surface Waters
2017 Market Outlook
Policy "Trumps" Cycle. This bull market is like a fine wine that keeps getting better with age. In its eight year, most markets experienced double digit returns. As we roll into 2017, the glass appears half full.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Planning for your retirement
Will you get the most from your pension income? If you are 55 or older and thinking of retirement, or have already retired, there are some simple ways to enhance your pension income at retirement and minimize your taxes.
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.