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.
22 August 2016
Behaving rationally in an irrational environment
15 August 2016
Careful how much you pay
Market Outlook Quarterly
Changing tides. 2016 has been a year of surprises. Lots of bumps along the way but as we transition through the summer doldrums, markets have actually been rather kind. With a little less than half a year to go in 2016, let’s share our thoughts on what might surprise us in the coming quarters.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
August 4 2016
Creating a will to protect loved ones
The people and causes you care most about can be taken care of by your estate—if you plan properly. Should you die before your plan is in place, the government takes over and makes decisions on your behalf.