Our vision
 

A balanced approach to life and investing

My team and I provide conservative wealth management to a select group of affluent families and business owners. We keep our client base small to deliver a high degree of service excellence and personal attention. Good synergy between advisor and client is important, so I seek to partner with like-minded clients.

We offer financial leadership to both personal and corporate clients. Our client base ranges from personal RRSP portfolios and cash accounts to handling company accounts. Having owned and operated my own business for many years, I am well versed with the challenges that business owners face in dealing with banks, employees, growth, and working capital. Through Richardson GMP, we can assist you with Initial Public Offerings (IPOs), secondary offerings, investment banking, plus mergers and acquisitions.
 

 

LIVE LIFE. ON YOUR TERMS

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your aspirations.

It's also about controlling what you can and protecting what you can't. And that's our expertise. For many years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - Live life. On their terms.

Our team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.