One Lombard Place Suite 1100
Winnipeg, MB R3B 0X3 Map
Michelle Cianflone, CFP
Erin Toews, FMA
Wealth Management in Perfect Balance
Our team's mission is to guide our clients and their families in the creation, management and preservation of their financial wealth and lifestyle goals.
Your Aspirations, Our Business
Understanding your vision and what is important to you is paramount to designing your successful Wealth Plan. We take a holistic approach to helping you determine your needs. Through our commitment and expertise, we will tailor and investment plan that will allow you to reach your goals (both financial and personal) and deliver results that include maximizing returns and cash flow, while minimizing tax and risk.
When the need arises, we also have access to our in house Wealth Planning Team of lawyers, estate planners and tax advisors. We work with them in a coordinated approach to address specific needs such as tax issues, insurance, inter-generational wealth transfers, business, farm and cottage succession, and philanthropic aspirations.
Our commitment to you is to ensure balance in every aspect of your life by providing you with superior service and sound investment advice through wisdon, respect and integrity.
Our promise is to strive for excellence and to continue earning your trust.
Get the latest market insights and trends from our internal research experts.
24 July 2017
The Consumer Part 2: Changing Behaviours
17 July 2017
Assessing your financial sensitivity to changes in interest rates. This report offers a look into the consumer debt climate in Canada followed by steps you can take to better manage debt. Most importantly, we've included a debt calculator which will give you insight into how manageable it will be should interest rates go up.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
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.
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.