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.

March 8, 2018
Craig Basinger on BNN:
How rising bond yields are impacting equities

Craig Basinger, Chief Investment Officer at Richardson GMP, explains how rising bond yields are impacting the performance of interest-rate sensitive stocks, and how the overall equity bull market has moved into its late stages.

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Our view

MARKET INSIGHT


 

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

11 June 2018
Does the Market Overreact?
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4 June 2018
Market Cycle Checkup
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Special Report
Charting the course for entrepreneurs or small business owners. Operating a small business is no easy task. Neither is planning due to the complexity that may be involved. Richardson GMP understands that no two businesses are the same as every business owner must work within different personal and corporate environments.  
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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.

April 2018
How affluent Canadians use life insurance
By investing within a permanent life insurance policy, you can shelter an additional part of your personal or corporate investment portfolio from taxes. 

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