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.
IN THE NEWS
Get the latest news and media releases about Richardson GMP.
6 May 2015
Oil rises above $60: time to buy energy?
Craig Basinger, Chief Investment Officer, Richardson GMP joins BNN to discuss why the bull market has more room to run, and how to play energy with oil at $60.
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.
Get the latest market insights and trends from our internal research experts.
15 May 2015
Stock pickers comeback?
8 May 2015
Market Outlook Quarterly - Q2 2015
With the U.S. Federal Reserve zigging while the rest of the worlds’ central banks zag, we are witnessing some more volatility in the markets, consistent with the later stages of a bull market.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Take advantage of the newly increased TFSA contribution limit of $10,000
The recently introduced Federal Budget for 2015 includes an increase to the Tax-Free Savings Account (TFSA) contribution limit from $5,500 to $10,000 per year.
21 April 2015
Federal Budget 2015
TFSA contribution limit increase, lower RRIF minimum annual withdrawals and reduced tax rates for small businesses. We take a look at the 2015 Federal Budget and how it affects you.