CONTINUING TO LEAD THE WAY: RANKED TOP FIRM SEVEN YEARS RUNNING

 

Richardson GMP ranks as the top overall independent wealth management firm and received high marks for our firm’s ethics.

For the seventh consecutive year, Richardson GMP has ranked number one in the Investment Executive’s annual Brokerage Report Card. The ranking is part of an annual survey of Investment Advisors across the country to evaluate their firm, whether bank-owned, independent or boutique, in categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.

We are also pleased to report that we have maintained our leadership in all categories related to doing what’s right for clients and serving the particular needs of affluent Canadian families, such as:

  • Ethics

  • Freedom to make objective product choices 

  • Will and estate planning 

  • Tax planning 

  • Insurance planning 

  • Our professional portfolio management service

 

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