WE ARE YOUR NAVIGATORS
 

Your family has worked hard to build the best life possible. Your assets, savings, and investments represent your diligence, your focus and your passion. They should be managed with precision by a professional Investment Advisor you trust, respect and understand.

At The Mactaggart Team, we work hard to earn and keep your trust with clear and honest leadership, thorough and thoughtful analysis, straightforward and frequent communication, and an ongoing effort to truly understand what matters to you.

Together, we will build an investment road map that’s just right for you. And, we’ll keep a steady hand on all the controls every step of the way.

We invite you to learn more about our approach by watching our two-minute video.

 

We’re good listeners

 
We understand many investment advisors are good talkers. We earn your trust by listening before we lead. We’ll ask a lot of questions in our quest to truly know you, because we know only you are aware of your unique situation and needs — today, and into the future as you prepare (possibly) for education, family events such as weddings, retirement, new investments, wealth transfer and philanthropy. We invest the time to really understand you, we spend more time to find the right investment solution for your family, and then we take still more time following a well-established quality assurance process that ensures the astute ongoing management of your investments.
 
 

Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

August 2017
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?

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Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

14 August 2017
Behaving Irrationally
View Article 

8 August 2017
Unhedged
View Article

 
Special Report
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.. 
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Media Centre

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.

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