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

Kathy McMillan, CFP, RFP, FDS, CIM, CeFT
403.355.6050 Kathy.Mcmillan@RichardsonGMP.com

Mona Schoenfeld, CFP, FDS
403.355.6051 Mona.Schoenfeld@RichardsonGMP.com

Keith Button, CFP
403.355.6052 Keith.Button@RichardsonGMP.com

Jamie Ryan
403.355.6072 Jamie.Ryan@RichardsonGMP.com

Charlotte Marshall
403.355.6049 Charlotte.Marshall@RichardsonGMP.com

Heather McDiarmid
403.355.6053 Heather.McDiarmid@RichardsonGMP.com

Karla Sampson
403.355.6048 Karla.Sampson@RichardsonGMP.com

 

LIVE LIFE. ON YOUR TERMS

Protecting and enhancing what's most important to you.

When you really think about 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 control. This is where we come in with our expertise. For more than 24 years, our team has been building long term relationships to help families, individuals and entrepreneurs achieve success – helping them live life on their own terms.

Our team will work with you to understand your goals and priorities. We’ll tailor your 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 always strive for excellence and to continue to earn your trust.

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

 

 


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