An artist steps to the microphone, the crowd waits in anticipation;

  • a burst of sound

  • the joy of discovery

  • the emotional embrace of a masterful performance

What the audience does not see is the enormous effort that has been invested, all to get to that specific moment in time!

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Richardson GMP embraces fiduciary excellence

 

First wealth management firm in Canada to earn Centre for Fiduciary Excellence Certification as an Investment Advisory Firm
 


 

At Richardson GMP, we aspire to achieve the highest standards of integrity, transparency and best practices in managing the wealth of our clients. There has never been a time in the financial industry where wealth management firms must work more diligently to earn clients’ trust. Countries such as Great Britain, Australia and the U.S. are proactively pursuing fiduciary standards of care. In stride, Richardson GMP has taken a leadership position in Canada and signaled to the industry its commitment in setting standards and best practices for the firm while providing clients with a true strategic partner and fiduciary.
 

Richardson GMP – setting the standard for excellence

This esteemed annual certification program ensures that Richardson GMP’s Portfolio Management Account platform for those advisors who have complete control over investment decisions for their clients and the firm’s Separately Managed Account platform conform to the global fiduciary standards of excellence. Richardson GMP is the first Canadian firm to achieve designation.

By undertaking a voluntary certification by the Centre for Fiduciary Excellence (CEFEX) as Richardson GMP has done, and having an ongoing, independent, third-party, rigorous assessment process to audit our practices, clients can feel confident that the trust they are placing in our firm is warranted.

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Our view

MARKET INSIGHT


 

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

16 July 2018
Value Investors Long Drought
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9 July 2018
Countering Advisor Biases
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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.

July 2018
Domestic Agreements: A Primer
Find out how domestic agreements should be part of your wealth management strategies.  

View article

 

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