INSTITUTIONAL-STYLE INVESTING

Personalized, proactive management of your wealth

No two individuals are the same, and I believe no two portfolios should be, either. With the utmost in customized strategy and hands-on attention, I personally tailor investment solutions to meet the unique needs of each investor.

My clients include a broad array of individuals, and some institutional investors, with many varied financial requirements, ranging from very conservative fixed income portfolios to early-stage equity investments. I have helped to guide my clients with well-diversified accounts, holding a combination of money market instruments, convertible debentures and other bonds, high quality stocks and a small amount of junior equities.

I help my clients to maximize their returns in all market conditions while minimizing exposure to risk and taxes, also providing access to new issues to give my clients opportunities to invest in institutionally-priced securities. On occasion, I also use a small amount of speculative instruments for risk-tolerant investors who seek more aggressive growth.


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.

Read more

Our view

MARKET INSIGHT


 

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

24 July 2017
The Consumer Part 2: Changing Behaviours
View Article 

17 July 2017
The Consumer
View Article

 
Special Report
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. 
Read now

Tax & Estate Planning

STRATEGIES


 

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

June 2017
Business succession
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.

View article