Team Gellman

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

Jim Gellman
416.943.6625 Jim.Gellman@RichardsonGMP.com

Mark Ramage
416.941.6706 Mark.Ramage@RichardsonGMP.com

WELCOME

We provide institutional quality sales, trading and new issue opportunities to sophisticated, High Net Worth investors. We build risk diversified portfolios, drawing on Richardson GMP’s research and investment banking expertise and our own 20 years of experience working on institutional trading desks.

The Client Experience

We start by understanding a client’s financial situation and their investment goals. Sometimes we advise on only a portion of a substantial portfolio - the piece that is most related to the research and investment banking expertise of Richardson GMP and the entrepreneurial companies we follow.

An investment policy statement usually outlines the client’s investment goals. Return objectives are carefully assessed against the appetite for risk required to achieve those returns. Our clients are very knowledgeable and look to us for new ideas.

We live in a most challenging investment environment. Market volatility has increased markedly over the past few years and financial risk is high. We help investors navigate their capital through "treacherous waters” so that they can earn a reasonable return on their money and retire comfortably.

If you’d like to learn more, we welcome your call. For more information about our Investment Philosophy, click here

MY OUTLOOK FOR 2016 - JIM'S TAKE

With the volatility we have witnessed in these first couple weeks of trading I wanted to send out my thoughts and projections for the year. For my full comment on the upcoming year, please click here.

You can also keep up to speed with the markets (where they have been and where they may be heading) by reading the blog posts put out in the weeks to come by the Richardson GMP Asset Management Team. To access their blog, please click here.


Our view

MARKET INSIGHT


 

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

22 May 2018
Machine Learning Meets Portfolio Management
View Article

14 May 2018
Mental Accounting
View Article

 
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.  
Read now

Tax & Estate Planning

STRATEGIES


 

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

April 2018
How affluent Canadians use life insurance
By investing within a permanent life insurance policy, you can shelter an additional part of your personal or corporate investment portfolio from taxes. 

View article

 

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.

Read more