LIVE LIFE. ON YOUR TERMS.
Serving Canada's Successful Families and Entrepreneurs
Our clients are Canadians who have achieved success, both in business and at home. Our role is to extend that success into your family's wealth plan, applying a proven process that protects your financial affairs while uncovering ways to make it grow effectively.
We understand that your family's well being is of utmost importance. Our team's knowledge and experience, coupled with the resources available to us through Richardson GMP, delivers you peace of mind, knowing your financial affairs are managed to the highest standards and tailored to your personal goals.
Click here to view The Ortencio Group's investment process.
To learn more about how we help Canadian families succeed please feel free to contact us. We're happy to share our experiences with you.
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Get the latest market insights and trends from our internal research experts.
24 July 2017
The Consumer Part 2: Changing Behaviours
17 July 2017
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.
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.
What to Consider When Transitioning Your Cottage
Beneath the tranquil cottage atmosphere lurks an issue that many cottage owners know exists, but neglect to address: that is "How are we going to deal with the succession of the cottage?”