Vincent Yu, B.Com, CIM®, FCSI® Vice President & Portfolio Manager

RETHINKING WEALTH

Comprehensive wealth and financial management

As a seasoned Portfolio Manager, I provide a strong combination of extensive industry experience across all market cycles and a deep and thorough understanding of all fundamental and technical aspects of the financial markets which the casual investor may not observe.

I work closely with my clients to build and manage blue chip portfolios using a core investment process which I have developed and refined over the last 20 years.  Further at Richardson GMP, I provide unrestricted, unbiased advice on a full universe of financial products and solutions using a transparent fee based platform.


Customizing investment portfolios for my clients and carefully managing their hard earned wealth are only a few aspects of the work that we do for them.  With support from Richardson GMP's Tax & Estate Planning experts, I guide and educate my clients through every step of the wealth management process.

For more details on how we can help and how you can learn about my core investment process, please continue on to my website.
 


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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Our view

MARKET INSIGHT


 

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

24 July 2017
The Consumer Part 2: Changing Behaviours
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17 July 2017
The Consumer
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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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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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