675 Cochrane Drive, East Tower, Suite 700
Markham, ON  L3R 0B8    Map


Frank Ortencio, FMA, FCSI, CIM®




 From left to right: Nikki Lee, Frank Ortencio, Jayne Fiamboli. Click Here to meet the team.


Serving Canada's Successful Families and Entrepreneurs

Our clients are Canadians who have achieved success, both in business and at home. Our role is to extend that success into your family's wealth plan, applying a proven process that protects your financial affairs while uncovering ways to make it grow effectively.

We understand that your family's well being is of utmost importance. Our team's knowledge and experience, coupled with the resources available to us through Richardson GMP, delivers you peace of mind, knowing your financial affairs are managed to the highest standards and tailored to your personal goals.

Click here to view The Ortencio Group's investment process.

To learn more about how we help Canadian families succeed please feel free to contact us. We're happy to share our experiences with you.

To subscribe to The "O" Report, our periodic newsletter, click here.

Our view



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

22 January 2018
Growth vs Value & Your Age
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15 January 2017
Managing Your Biases
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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.. 
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Media Centre



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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What to Consider When Transitioning Your Cottage

Beneath the tranquil cottage atmosphere lurks an issue that many cottage owners know exists, but neglect to address: that is "How are we going to deal with the succession of the cottage?”

Click here for more details