Our Mission


As your Family CFO, our focus is on your family's unique needs, and to help you enhance and protect your family's wealth, to build peace of mind and financial confidence.


Our view

MARKET INSIGHT


 

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

18 July 2016
Endless summer
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11 July 2016
2016½
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Q2 2016
Market Outlook Quarterly
Is it safe to come out yet? After oil's fall to $26/barrel brought on credit concerns, the markets made a shift following softer economic data. We take a look at Q1 in the rear-view mirror and provide an outlook for the months ahead.
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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.

July 7 2016
Introduction to Trusts
There are many benefits to you and your family in using trusts for both financial planning during your lifetime and estate planning. Properly set up, a trust can lead to substantial tax savings as well as provide control and preservation of your assets. 

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Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.

15 June 2016
Protecting wealth for the next generation starts with education
Andrew Marsh, President & CEO, sat down with the Globe and Mail to discuss the importance of not only passing along wealth to the next generation, but also the knowledge on how to manage it responsibly.

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25 April 2016
Top ranked for the 7th consecutive year
For the seventh consecutive year, Richardson GMP has ranked number one in the 2016 Investment Executive’s annual Brokerage Report Card, topping the chart above all other independent wealth management firms.

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