Disciplined wealth management focused on retirement
The emphasis of my practice is on advising individuals who are approaching retirement and creating personalized, tax-effective portfolios that generate a reliable stream of income through fixed income, dividends, and structured products.
My specialized expertise in generating predictable yield through fixed income solutions along with measured growth also resonates well with institutions, not-for-profit organizations and municipalities.
The bond market has changed considerably over the last few years and I am well versed in current strategies that make the most of fixed income investments to counteract the effects of inflation on your portfolio.
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.
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.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed. To maximize proceeds and or minimize tax, planning must begin well in advance of the anticipated transition date.