Wealth Planning
 

Reaching your financial goals involves more than simply setting money aside for the future. It takes an understanding of your needs and the knowledge of what paths are available to you.

 

We believe that everyone should have a wealth plan. Experts define a wealth plan as a roadmap to preserve the capital that you have worked so hard to create; enhance it as much as possible without taking undue risk, and transfer your wealth efficiently to your beneficiaries. It is for this reason that Richardson GMP has created the Tax & Estate Planning Team comprised of accountants, lawyers, financial planners and insurance specialists who will work with you and me, in assessing your situation (i.e., needs and goals), and providing solutions.

At Richardson GMP we have the resources and solutions to assist you. We have chosen the following timely articles for you to review:

1. Tax Loss Selling

2. RRSP or TSFA Contribution - which should I choose?

3. CPP and the Wealthy Client

 

Wealth Management Information Webinar Series

To watch the videos in full screen mode, press the "flower" on the bottom right of the Vimeo screen.

Critical 10 Retirement Strategies

In this webinar, we offer valuable tips for a successful retirement through strategies that you can implement five years before and after retirement.

Register for the Critical 10 Webcast. CLICK HERE. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Executor’s Workshop

 

In this webinar we discuss how to choose an executor, the responsibilities of an executor and more!

 
 

Navigating the New Wills and Succession Act of Alberta

 

In this webinar we provide tips and insights into the New Wills and Succession Act of Alberta.

 

 

Changes in the CPP and OAS Programs

 

Presented by Maureen Glenn with opening remarks by Cecilia Cristobal.

 

 

 

 

 

 

If you can’t find the information that you’re looking for, or if you have any questions about a particular issue, please do not hesitate to contact me at cecilia.cristobal@richardsongmp.com. I will be happy to answer them for you, with the assistance and guidance of our experts, when warranted.