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...

 

Read more here...

Our view

MARKET INSIGHT


 

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

21 November 2014
Valuations
View Article

14 November 2014
Yields – lower for longer?
View Article

Market Outlook Quarterly 
After an extended period of low volatility and rather complacent markets, the pendulum swung pretty hard in the other direction as we rolled into Q4.
View report

Tax & Estate Planning

STRATEGIES


 

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

November 2014

Tax loss selling – Smart strategy to reduce your capital gains this year

If you’ve realized capital gains in the year, consider selling assets with an accrued loss to offset the gains.

View article