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...

 

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Our view

MARKET INSIGHT


 

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

27 February 2015
Valuations
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20 February 2015
Valuations
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Market Outlook Quarterly 
As the global investment landscape continues to change, new sets of investment opportunities and risks are emerging.
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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.
 

February 2015

Foreign Income Verification Statement

The Foreign Income Verification Statement ("T1135") has been around since 1997. Its purpose is to capture a Canadian taxpayer's worldwide income and to gain disclosure of foreign holdings.

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