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.
Feb. 20, 2015
Defensive on energy but buying some banks
Craig Basinger appeared on BNN to share his views on energy, the banks, all the big deals this past week and Europe...
Get the latest market insights and trends from our internal research experts.
27 March 2015
As the crows fly
20 March 2015
When patience isn't a virtue
Market Outlook Quarterly
As the global investment landscape continues to change, new sets of investment opportunities and risks are emerging.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Changes to the "exempt test" for life insurance policies.
Our insurance legislative environment is known to be fairly stable. However, for the first time in many years, major changes to the legislation will modify the landscape of tax-exempt life insurance contracts and prescribed annuities. What are the impacts?