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.
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.
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.