► James W. Dennis, MAcc, CA, CFP®, CIM®
Tel 416.941.6753 Email James.Dennis@RichardsonGMP.com
Jim has over 12 years of experience in wealth management. His areas of expertise and focus is in portfolio construction and manager research. He is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP®), thus able to communicate with accountants, lawyers and insurance specialists for the purposes of tailoring personal, corporate and estate tax planning. Jim’s financial background helps him identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.
Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. He is Co-Captain of the Granite Club Masters Swim Team and enjoys his active role on the St. Andrew’s College Old Boys Alumni Association. Jim has two amazing young children, Alexander and Evelynn. Jim’s team at Richardson GMP offers high net worth individuals and trusts a comprehensive approach in managing their investments and achieving set financial goals.
► George Halkidis, CIM®
Tel 416.941.6724 Email George.Halkidis@RichardsonGMP.com
George is a goals based advisor helping conservative high net worth investors meet their most important financial goals.
Whether you are a retiree trying to get by on a fixed monthly income or a parent putting children through school, you know the personal impact of the rising cost of living – in other words – the shrinking purchasing power of your savings and income. George understands the true definition of "after-tax, after inflation” returns.
As a former Memorial Cup Champion with the Kitchener Rangers of the OHL in 2003, he’s learned the importance of trust, dedication and teamwork that make a strong client/advisor relationship successful. George is a father of 3 beautiful daughters Penelope, Eleni and Wilamena.
George specializes in alternative investments with a pension like style. Primarily hedge funds, private equity, private real estate trusts, managed futures, mortgage investment corporations and structured solutions..
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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.
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.