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.
15 June 2016
Protecting wealth for the next generation starts with education
Andrew Marsh, President & CEO, sat down with the Globe and Mail to discuss the importance of not only passing along wealth to the next generation, but also the knowledge on how to manage it responsibly.
25 April 2016
Top ranked for the 7th consecutive year
For the seventh consecutive year, Richardson GMP has ranked number one in the 2016 Investment Executive’s annual Brokerage Report Card, topping the chart above all other independent wealth management firms.
Get the latest market insights and trends from our internal research experts.
18 July 2016
11 July 2016
Market Outlook Quarterly
Is it safe to come out yet? After oil's fall to $26/barrel brought on credit concerns, the markets made a shift following softer economic data. We take a look at Q1 in the rear-view mirror and provide an outlook for the months ahead.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
July 7 2016
Introduction to Trusts
There are many benefits to you and your family in using trusts for both financial planning during your lifetime and estate planning. Properly set up, a trust can lead to substantial tax savings as well as provide control and preservation of your assets.