Plan for Success
Financial success means more than owning a portfolio of winning stocks. To achieve your goals, you'll need careful research, a sound strategy, and the flexibility to make adjustments along the way. That's where our team can help.
The Chernick & Associates Wealth Management Group* will work closely with you to manage all of your financial needs. We are a one-stop solutions provider, offering experience, insight and expertise in total wealth management.
Our promise to you. To us, financial planning is more than just managing the numbers. It's the people and dreams behind the figures that matter most. We create comprehensive, fully customized financial solutions for our clients. In doing so, we empower them to make the best financial decisions now and in the future.
We identify what worries you the most and design powerful, innovative, customized financial solutions to set your mind at ease, winning your trust by consistently applying our strong financial principles as we follow our exceptional, proven process to deliver the best results the markets will yield. We take a practical, real life approach to investing. When you partner with us, all of the individuals on our team are familiar with your needs, so you are always able to reach someone who knows you and can help. Above all, our focus is on your satisfaction and success, which we achieve by putting your interests first.
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.
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.