Our vision
 

 

 
Our knowledge is your power

Learning is one of our core values because we know that a constant commitment to knowledge is essential in our business. The Mactaggart Team is an expert group comprising a depth of financial and intellectual capital rooted in a strong commitment to formal education coupled with many years of direct experience.

 

Whether we’re keeping up with industry journals and news, attending conferences to stay abreast of legislative changes, or travelling the country to learn more about emerging opportunities, our thirst for information ensures we are fully up to speed on the trends and issues, understand what to shy away from and why, and can always provide the most precise and timely investment and retirement advice to our clients.
 

Building your wealth
 

Understanding your goals and your risk tolerance, The Mactaggart Team views every opportunity through your investment lens, ensuring the reliability and merits as a solution designed to build your personal assets — long before we bring any advice your way. Richardson GMP is the ideal partner — an independent, top-rated Canadian wealth management firm managing more than $25 billion in assets, and focused on serving successful families and entrepreneurs. Richardson GMP is providing value to Mactaggart Team clients through its global reach, independence and a streamlined platform that enables us to efficiently build your portfolio without bias and with access to a virtually unlimited universe of investment options.

 

Our values
 

At The Mactaggart Team, every single decision we make is guided by our corporate and personal values, as follows:

 
  • Community — we pledge to be community leaders, volunteers and financial supporters.

  • Diligence — we will leave no stone unturned in our attention to detail and investment analysis.

  • Family — guiding our employment practices and choices in community support.

  • Integrity — our trust is earned with honesty and ethical practices — in our actions, and those of our investment choices.

  • Learning — we remain apprised of emerging trends in wealth management and retirement planning.

  • Relationships — we care to build authentic relationships with our clients.

  • Transparency — we ensure frequent and clear communication, and are always available to answer questions.