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.
 

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.

19 December 2014
A glance in the rearview mirror: 
A year in review

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12 December 2014
Double dip observation
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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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