525 8th Avenue SW, Suite 4700
Calgary, AB T2P 1G1 Map
Kathy McMillan, CFP, RFP, FDS, CIM
Mona Schoenfeld, CFP, FDS
Keith Button, CFP
LIVE LIFE. ON YOUR TERMS
Protecting and enhancing what's most important to you.
When you really think about 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 control. This is where we come in with our expertise. For more than 24 years, our team has been building long term relationships to help families, individuals and entrepreneurs achieve success – helping them live life on their own terms.
Our team will work with you to understand your goals and priorities. We’ll tailor your 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 always strive for excellence and to continue to earn 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 October 2017
When is a sell really a buy
16 October 2017
The Sweet Spot
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored..
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Retirement Compensation Arrangements
Are you looking for a method of attracting and retaining key employees? Consider a Retirement Compensation Arrangement which helps reduce tax on retirement savings.
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.