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.
 

Apr. 1, 2015
TSX unsurprising laggard of 2015 
Gareth Watson appeared on BNN to say that the TSX has predictably underperformed against its major U.S. and European counterparts so far in 2015.

 

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Our view

MARKET INSIGHT


 

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

10 April 2015
The storage conundrum
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2 April 2015
Russian mountains and rear-view mirrors
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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.
 

April 2015
Estate Bonds - Using Life Insurance to accumulate and transfer wealth
Life Insurance can be used as an effective way of accumulating and transferring wealth. An Estate Bond is a financial planning strategy that transfers non registered savings from a tax exposed investment to an exempt life insurance policy.

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