Address

525 8th Avenue SW, Suite 4700
Calgary, AB  T2P 1G1   Map
 

Grant Mutch

403.695.1427 Grant.Mutch@RichardsonGMP.com

Traci Sady

403.543.3821 Traci.Sady@RichardsonGMP.com

Stacey Kempe

403.355.6058 Stacey.Kempe@RichardsonGMP.com

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.


Market volatility on your mind?

WE'RE HERE TO HELP

At Richardson GMP, we understand the concerns weighing on investors’ minds today, and as a result we have created three timely reports that discuss strategies for today’s changing market.
 

  • Investing for income: Investment strategies for today’s volatile market

  • Five smart planning strategies for volatile markets

  • Opportunities in U.S. real estate: It’s the right time to be looking south

 

Learn More

Our view

MARKET INSIGHT


 

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

22 January 2018
Growth vs Value & Your Age
View Article 

15 January 2017
Managing Your Biases
View Article

 
Special Report
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. 
Read now

Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

January 2018
Where should my savings go: an RRSP or a TFSA?
Where should my savings go: an RRSP or a TFSA? Six tips for getting the most from your RRSP & TFSA contributions. 

View article