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.
19 September 2016
Gareth Watson on CBC: Consumer debt
Gareth Watson, Director, Investment Management & Researcher joined Carole MacNeil on this weekend's CBC Business Panel. Among the topics discussed were consumer debt levels and changes to the minimum wage.
Get the latest market insights and trends from our internal research experts.
16 January 2017
Capex, Where art thou?
9 January 2017
Implications of a changing U.S. tax code
Market Outlook Quarterly
Changing tides. 2016 has been a year of surprises. Lots of bumps along the way but as we transition through the summer doldrums, markets have actually been rather kind. With a little less than half a year to go in 2016, let’s share our thoughts on what might surprise us in the coming quarters.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
December 5, 2016
2016 year-end tax planning checklist
Financial planning is time sensitive. While the following list is not exhaustive, here are some items that must be considered, incurred or paid prior to year-end in order to be included in your 2016 tax return.