Our Tax & Estate Planning Team

Big picture strategies

We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and our team.

Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning.

Tax and Estate Planning TeamWhether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan:

  • Tax & Financial Planning Strategies

  • Insurance Solutions

  • Estate Planning

  • Retirement Planning

  • Business and Farm Succession

  • Philanthropy

 

 

 

Want to learn more?

Send us an email at Team.Ortencio@RichardsonGMP.com and we'll be happy to further educate you on the many ways our in-house accountants, lawyers and cross border specialists can help you enhance your wealth.

 

For any immediate questions, feel free to contact us anytime.

 

As an individual investor or a business owner you have unique objectives and priorities that need to be considered.

 

At Richardson GMP, The Ortencio Group collaborates with our in-house Tax & Estate Planning professionals to deliver customized wealth management solutions designed to address tax, estate, insurance, philanthropic and succession needs.*

 

*Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC and PEI. Additional administrative support and policy management are provided by PPI Partners.
Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.

 

 

 

 

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