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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.
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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.
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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Tel. 416.969.3188 • Email: Laura.Gartenburg@RichardsonGMP.com
Laura joined the Dennis Team in the Fall of 2014. She is the main administrative assistant and the first line of contact for clients. She increases her knowledge in various aspects of the investment world every day and is eager to learn more. Her diligent work allows our advisors to spend more time with clients, enabling us to grow and enhance their portfolios. With her attention to detail and experience in customer relations she provides our clients and team with the best possible service.
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Jason Middleton, Individual Insurance Consultant
Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.
Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.
Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.