DISCIPLINED, HOLISTIC, PERSONALIZED WEALTH COUNSEL
Michael Brook, CIM®, Portfolio Manager, Investment Advisor
Michael Brook specializes in helping individuals, families and business owners to manage their wealth wisely and feel financially secure. His disciplined, expert and prudent investment and financial planning solutions will help you achieve your aspirations by managing what you can and protecting what you can't.
Through a long-term, personalized relationship, Michael will work with you to understand your goals and priorities, tailor an investment strategy, and implement solutions designed to maximize returns while minimizing tax and risk.
Following a disciplined, systematic approach, Michael builds portfolios that are broadly diversified:
Geographically (between Canada, the U.S., and global developed markets);
Across asset classes (allocated to cash, fixed income, or equity securities); and
Across industries (going well beyond the oil patch to invest in a wide range of high-performing sectors).
Contact Michael to learn how he can help protect and enhance what's most important to you.
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.
17 July 2017
10 July 2017
Oil, C$, & Yields
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.