INSTITUTIONAL-STYLE INVESTING

Personalized, proactive management of your wealth

No two individuals are the same, and I believe no two portfolios should be, either. With the utmost in customized strategy and hands-on attention, I personally tailor investment solutions to meet the unique needs of each investor.

My clients include a broad array of individuals, and some institutional investors, with many varied financial requirements, ranging from very conservative fixed income portfolios to early-stage equity investments. I have helped to guide my clients with well-diversified accounts, holding a combination of money market instruments, convertible debentures and other bonds, high quality stocks and a small amount of junior equities.

I help my clients to maximize their returns in all market conditions while minimizing exposure to risk and taxes, also providing access to new issues to give my clients opportunities to invest in institutionally-priced securities. On occasion, I also use a small amount of speculative instruments for risk-tolerant investors who seek more aggressive growth.


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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Our view

MARKET INSIGHT


 

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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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. 

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