TRUSTED, TAX-CONSCIOUS WEALTH STEWARDSHIP
The McCutcheon Group advises a diverse clientele of small business owners, retirees, couples, families, multi-billion-dollar corporations, asset managers, CEOs of publicly traded companies, and several charitable foundations. As a former securities lawyer with a knowledge of corporate and commercial law, one of Fred McCutcheon’s specialties is identifying tax-effective investments.
Stewarding wealth for affluent investors for more than 20 years, we have distinguished ourselves through our ability to build trust and customize wealth solutions for a wide variety of unique client needs.
Visit our other webpages to learn more about our philosophy, service platform and credentials and contact us to discuss your needs or to request a confidential assessment of your current portfolio.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.
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.
20 November 2017
Market Cycle: Let the Good Times Roll
13 November 2017
Avoiding Behavioral Pitfalls
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..