Address

145 King Street West, Suite 500
Toronto, ON  M5H 1J8    Map

James W. Dennis, MAcc, CA, CFP®, CIM®
416.941.6753 James.Dennis@RichardsonGMP.com

George Halkidis, CIM®
416.941.6724 George.Halkidis@RichardsonGMP.com

Laura Gartenburg
416.969.3188 Laura.Gartenburg@RichardsonGMP.com

 


James W. Dennis, MAcc, CA, CFP®, CIM®
Tel 416.941.6753 Email James.Dennis@RichardsonGMP.com
 
Jim has over 12 years of experience in wealth management. His areas of expertise and focus is in portfolio construction and manager research. He is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP®), thus able to communicate with accountants, lawyers and insurance specialists for the purposes of tailoring personal, corporate and estate tax planning. Jim’s financial background helps him identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.
 
Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. He is Co-Captain of the Granite Club Masters Swim Team and enjoys his active role on the St. Andrew’s College Old Boys Alumni Association. Jim has two amazing young children, Alexander and Evelynn. Jim’s team at Richardson GMP offers high net worth individuals and trusts a comprehensive approach in managing their investments and achieving set financial goals.

 

 


George Halkidis, CIM®
Tel 416.941.6724 Email George.Halkidis@RichardsonGMP.com

George is a goals based advisor helping conservative high net worth investors meet their most important financial goals.

Whether you are a retiree trying to get by on a fixed monthly income or a parent putting children through school, you know the personal impact of the rising cost of living – in other words – the shrinking purchasing power of your savings and income. George understands the true definition of "after-tax, after inflation” returns.
 
As a former Memorial Cup Champion with the Kitchener Rangers of the OHL in 2003, he’s learned the importance of trust, dedication and teamwork that make a strong client/advisor relationship successful.  George is a father of 3 beautiful daughters Penelope, Eleni and Wilamena.

George specializes in alternative investments with a pension like style. Primarily hedge funds, private equity, private real estate trusts, managed futures, mortgage investment corporations and structured solutions..

 

 

 

 

 

Our view

MARKET INSIGHT


 

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

22 January 2018
Growth vs Value & Your Age
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15 January 2017
Managing Your Biases
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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.. 
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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. 

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Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.

19 September 2016
Gareth Watson on CBC: Consumer debt
Gareth Watson, Director, Investment Management & Researcher joined Carole MacNeil on this weekend's CBC Business Panel. Among the topics discussed were consumer debt levels and changes to the minimum wage.

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