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.
 

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...

 

Read more here...

Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

27 March 2015
As the crows fly
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20 March 2015
When patience isn't a virtue
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Market Outlook Quarterly 
As the global investment landscape continues to change, new sets of investment opportunities and risks are emerging.
View report

Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
 

March 2015

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?

View article