ADVISING BUSINESS OWNERS, PROFESSIONALS AND FAMILIES

Preserving capital, limiting risk and maximizing your wealth

My focus is on conservative, tax-conscious wealth management. Holding capital preservation as my top priority, I manage portfolios with the goal of achieving reasonable returns close to equity levels with lower volatility and less than equity risk.

I advise an exclusive clientele of successful accountants, lawyers, medical professionals and executives who have complex financial lives and multi-generational needs and am privileged to manage their entire asset bases. In addition to tax-effective investing strategies, my specialties include Individual Pension Plans (IPPs) and overall financial and estate planning for affluent investors.

With a deep and intimate knowledge of your personal and business circumstances, I help you invest for business growth, education and your other life goals, while minimizing tax and assisting with decisions regarding property and other investments. Working with multiple generations of your family, I facilitate tax-effective transfer of your wealth and ensure all levels of need are well provided for.
 

 


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.

Read more

Our view

MARKET INSIGHT


 

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

22 January 2018
Growth vs Value & Your Age
View Article 

15 January 2017
Managing Your Biases
View Article

 
Special Report
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. 
Read now

Tax & Estate Planning

STRATEGIES


 

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

January 2018
Where should my savings go: an RRSP or a TFSA?
Where should my savings go: an RRSP or a TFSA? Six tips for getting the most from your RRSP & TFSA contributions. 

View article