YOUR FINANCIAL FUTURE — MANAGED WITH PRECISION
 

Your family has worked hard to build the best life possible. Your assets, savings, and investments represent your diligence, your focus and your passion. They should work as hard for you as you do. They should be managed with precision by a professional Investment Advisor you trust, respect and understand.
 
The Mactaggart Team works hard to earn and keep your trust with clear and honest leadership, thorough and thoughtful analysis, straightforward and frequent communication, and an ongoing effort to truly understand what matters to you.
 

We’re good listeners

 
We understand many investment advisors are good talkers. We earn your trust by listening before we lead. We’ll ask a lot of questions in our quest to truly know you, because we know only you are aware of your unique situation and needs — today, and into the future as you prepare (possibly) for education, family events such as weddings, retirement, new investments, wealth transfer and philanthropy. We invest the time to really understand you, we spend more time to find the right investment solution for your family, and then we take still more time following a well-established quality assurance process that ensures the astute ongoing management of your investments.
 
 

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.

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Our view

MARKET INSIGHT


 

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

17 July 2017
The Consumer
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10 July 2017
Oil, C$, & Yields
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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. 
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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.

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