LIVE LIFE. ON YOUR TERMS
Protecting and enhancing what's most important to you.
Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your aspirations.
It's also about controlling what you can and protecting what you can't. And that's our expertise. For many years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - Live life. On their terms.
Our team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs.
Our promise is to strive for excellence and to continue earning your trust.
Please contact us to learn how we can help protect and enhance what's most important to you.
Market volatility on your mind?
WE'RE HERE TO HELP
At Richardson GMP, we understand the concerns weighing on investors’ minds today, and as a result we have created three timely reports that discuss strategies for today’s changing market.
Investing for income: Investment strategies for today’s volatile market
Five smart planning strategies for volatile markets
Opportunities in U.S. real estate: It’s the right time to be looking south
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.
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.