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 September 2015
BNN - Reading the federal budget froma fixed income perspective
Joey Mack, Director, Fixed Income, GMP Securities talks to BNN about what the federal budget surplus for 2014-15 means for government bonds and fixed income.
21 August 2015
Richardson GMP scoops up CQI Capital, plans relaunch of asset manager
Richardson GMP is set to launch an investment management division later this year after scooping up CQI Capital Management.
Get the latest market insights and trends from our internal research experts.
2 October 2015
All clear or not?
25 September 2015
Perspective is everything
Market Outlook Quarterly - Q3 2015
Markets have been flat so far this year, largely due to wrestling matches with a Grexit, bubbles in China, soft economic data and Iran dealings.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Registered Retirement Income Fund (RRIF)
A RRIF is a popular RRSP maturity option. While RRSPs allow you to accumulate tax-sheltered savings for retirement, RRIFs generate a taxable retirement income stream from these savings.