RETHINKING WEALTH

Disciplined, tax-conscious investment leadership

The Banwell Team sets high standards with regards to client service and delivers on them, always conducting ourselves with the utmost integrity and professionalism. As a matter of courtesy, we commit to returning all phone calls promptly. At any time, you can access your investments online via our login service. Also, our team approach makes sure there is always someone available to handle your needs without delay.

My team and I are proud to say that our clients have expressed a very high level of satisfaction with our service.

We provide wise financial counsel for a select number of Canadian families and corporations, conserving capital through disciplined investing practices and well-diversified asset allocation. As a previous founder and operator of my own successful business, I am well versed with the challenges that business owners face and can offer solutions. For affluent investors, I have had success in minimizing taxes through my unique expertise in tax-advantaged products.

I specialize in working with Business Owners who have recently had a liquidity event such as selling a business, a building or division.  My expertise is in protecting capital, investing capital in a manner to grow at a reasonable rate over time, and protecting the Investor’s Legacy for future generations. I decided to use my knowledge and previous experience with business owners to write and publish the book “Protect Your Wealth: The Definitive Guide to Investing After a Liquidity Event and Securing Your Future”. This step-by-step guide identifies the process Business Owners should go through to preserve and build upon their wealth.

Interested in a copy? Please send us an email with your address and we would be happy to mail a copy to you.

   

The Definitive Guide to Investing After a Liquidity Event and Securing Your Future.

 


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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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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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