BRUMER FENERDJIAN WEALTH MANAGEMENT GROUP

 

PROTECTING AND ENHANCING WHAT’S IMPORTANT TO YOU

We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.

Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.

Together, we will develop a comprehensive plan to help you achieve your long term goals.

As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.

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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Our view

MARKET INSIGHT


 

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

22 May 2018
Machine Learning Meets Portfolio Management
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14 May 2018
Mental Accounting
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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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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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