RETHINKING WEALTH
Wealth management with distinction

With more than 50 years wealth management experience, we are pleased to offer affluent investors seasoned portfolio management in a platform of trust, transparency, discipline and consistency.

We perform tailored, disciplined discretionary wealth stewardship for a select clientele composed primarily of successful entrepreneurs, retirees, families and small institutions. Our top priority is to provide experienced, strategic investment leadership with a high regard for preserving your capital, meeting your growth objectives and mitigating risk and taxes.

You have reached a station in life in which you need and deserve the focused attention of highly qualified wealth managers who understand the unique mindset and sophisticated finances of high net worth investors. We will secure and simplify your wealth and ensure its seamless transfer to your heirs.
 
Though your circumstances may be complex, we will not only fulfill your needs—we will anticipate them. If you are not currently a client and would like to learn more about us, please give us a call.


Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.
 

April 25, 2014
Leading the way: Top firm five years running 
Once again, Richardson GMP has ranked number one in Investment Executive’s annual Brokerage Report Card. This is our fifth year in a row, topping the chart above the banks and other national independents...

 

Read more here...

Our view

MARKET INSIGHT


 

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

5 December 2014
Who is next?
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28 November 2014
Oil, again
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Market Outlook Quarterly 
After an extended period of low volatility and rather complacent markets, the pendulum swung pretty hard in the other direction as we rolled into Q4.
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Tax & Estate Planning

STRATEGIES


 

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

December 2014

2014 Year-end tax planning checklist

Financial planning is time sensitive. While the following list is not exhaustive, here are some items that must be considered, incurred or paid prior to year-end in order to be included in your 2014 tax return.

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