Richardson GMP Limited: The convergence of tradition and innovation
A powerful and independent wealth management firm, Richardson GMP Limited is national in scope, with investment advisory offices across Canada. The firm brings togetherthe Richardson family’s proven history in wealth management with GMP’s innovation, energy and entrepreneurship.
With roots in a family business established in 1857, the Richardson name is known globally for its diverse holdings, which span agriculture and food processing, energy exploration, property management and financial services. The Richardson’s proven history in wealth management includes Richardson Financial Group and Richardson Capital, as well as its past holdings in Richardson Partners Financial, Richardson Greenshields and Richardson Securities of Canada.
GMP Private Client’s strong reputation for superior services and wealth management expertise has complemented GMP Capital Inc.’s proven leadership in Canadian capital markets. The GMP name reinforces a culture of innovation, energy and entrepreneurship at Richardson GMP. The advantages of the alignment with GMP Capital Inc. include access to the capabilities and ideas of GMP Securities L.P. and GMP Investment Management L.P.
Richardson GMP builds on the breadth and depth of these roots with industry-leading investment advisors who are stakeholders and equity owners of the firm, exclusive wealth management solutions, and a technology platform that tailors reporting to the unique needs of clients. The firm has $29 billion in client assets under administration (as of June 2014).
Our firm’s commitment to safeguarding your wealth
The strength of Richardson GMP is founded on best practices in the area of corporate governance and the adherence to stringent rules and regulations set by regulatory bodies. Richardson GMP is a member of the Investment Industry Regulatory Organization of Canada (IIROC), the national, self-regulatory organization overseeing all investment dealers and trading activity, as well as the Canadian Investor Protection Fund (CIPF).
Richardson GMP has purchased additional securities protection, with certain underwritters at Lloyd's of London, to cover your general and retirement accounts up to $2 million each*. This ammount is twice what is offered by the Canadian Investor Protection Fund (CIPF) - Clearly a strong indicator of how commited we are to enhancing the safety of your assets.
*Subject to a $1 million limit for each general and separate account, with an aggregate limiit of $30 million.
Leadership in wealth management
Richardson GMP earned top rank in the 2014 Investment Executive Brokerage Report Card, which evaluates Canada’s bankowned, independent and boutique wealth management firms. The Report Card shows the firm excels in such areas as:
• Products and support for high net worth clients • Due diligence for new products
• Support for wills, estate, tax and insurance planning • Ethics
• Support in developing financial plans • Freedom for advisors to make objective product choices.
Learn more about Richardson GMP.