A FOCUS ON ADVISING PROFESSIONALS
Comprehensive and consolidated wealth and asset management
With over 20 years of experience in the industry, I provide a complete and varied spectrum of co-ordinated wealth and asset management services, including financial planning, insurance, estate, and charitable giving solutions. My skill is administering all aspects of your wealth with consummate care so you can relax and enjoy your life — confident today and comfortable in retirement.
Serving Accounting and Audit Partners and Executives
My expertise is providing investment leadership for Partners in the Accounting, Advisory and Audit professions who must comply with considerable restrictions regarding the companies in which they are allowed to invest, and I tailor investment plans to their unique circumstances and goals that comply with these rules. We reduce the frustration of independence compliance, and leverage the limited time our clients have to make prudent investment decisions.
Richardson GMP is proud to have been chosen as an approved partner to Deloitte Canada
As a brokerage firm that exemplifies your firm’s high standards of internal compliance to your Independence Policy, we look forward to advising you and your immediate family members. In compliance with Deloitte’s new BDIP program, Richardson GMP will provide Deloitte with a daily feed of your investment-related data so they can compare your holdings against GIMS restricted entities.
Read more about me and my team.