A FOCUS ON ADVISING MEDICAL PROFESSIONALS
 

Wealth management consulting and financial planning
 

Our team focuses on advising medical professionals, individuals, business executives and incorporated small business owners to invest with peace of mind through a wealth management process that includes investment consulting, advanced planning and relationship management.

Our team members all hold the prestigious Certified Financial Planner (CFP) designation along with other financial and estate planning credentials.  To streamline your wealth and simplify your life, we will communicate directly with your professional advisors, such as your accountant and lawyer. If you do not already have these advisors, we will be happy to share our professional relationships with proven accountants, lawyers, tax specialists, business evaluators and estate planning experts.

 


Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.
 

15 July 2015
Portfolio strategies, post-rate cut 

Following the Bank of Canada rate cut, Craig Basinger, Chief Investment Officer, joins The Business News to discuss portfolio implications.

Watch now

 

28 April 2015
We're #1 again: Ranked top firm six years running 

For the sixth consecutive year, Richardson GMP has ranked number one in Investment Executive’s annual Brokerage Report Card, topping the chart above all of our competitors. The ranking is part of an annual survey of Investment Advisors across the country.

Read more...

 

Our view

MARKET INSIGHT


 

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

24 July 2015
Japan now
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17 July 2015
The broken dollar
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Market Outlook Quarterly - Q3 2015
Markets have been flat so far this year, largely due to wrestling matches with a Grexit, bubbles in China, soft economic data and Iran dealings.
View report

Tax & Estate Planning

STRATEGIES


 

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

July 2015
Learn more about the Canadian Pension Plan
Are you nearing the age of retirement? Time to review your Canada Pension Plan strategies and take into consideration the recent changes that have been made to the CPP and QPP which may affect your original retirement plans.

View article