Offering Comprehensive Wealth Management for Professionals, Families, and Business Owners


With over 38 years of combined experience, our team provides interdisciplinary financial services for professionals, families, and business owners who seek conservative, responsible management of their assets, beyond that offered at other financial institutions. As high net-worth investors, we know the issues facing those of means and have broad experience in retirement and estate planning, insurance and group benefit programs, educational savings, and tax-effective wealth transfer.

We listen to your needs, and customize solutions to meet your unique situation and aspirations.  We know we must earn your trust, and keep it. Our promise is to strive for excellence, and to ensure our clients understand our recommendations, as well how we are compensated for what we do.

Our approach is to make sure you have the right plan and that you stick to it. Patience, discipline and courage are all important components of our proven formula for success. We can help you to enjoy the wealth you have created through an investment plan designed to achieve consistent, long-term returns.

Please contact us to learn how we can help protect and enhance what's most important to you.
 


Tax & Estate Planning

STRATEGIES


 

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

June 2017
Business succession
Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed. To maximize proceeds and or minimize tax, planning must begin well in advance of the anticipated transition date.

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Our view

MARKET INSIGHT


 

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

19 June 2017
Has the C$ Turned?
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12 June 2017
Cracks in the Foundation
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2017 Market Outlook
Policy "Trumps" Cycle. This bull market is like a fine wine that keeps getting better with age. In its eight year, most markets experienced double digit returns. As we roll into 2017, the glass appears half full. 
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Media Centre

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.

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