SMART FINANCIAL BEHAVIOUR


Maintaining an entrepreneurial mindset, patience and discipline, we manage financial behaviour to help our clients make wise investment decisions to achieve their life goals and improve their long-term returns. While investment performance is important to us, our business relationships are not performance related – they are based on understanding and trust. Our clients’ personalized investment plans are founded upon disciplined diversification that captures sector and geographical exposure and prevents excessive risk. 

Helping to minimize stress on your financial journey. According to Statistics Canada, outside of work, financial concerns are the number one stressor in our lives. Through personal and professional experiences, we have learned to help people minimize stress and increase confidence in their financial futures. 
 

The Lou Caci Philosophy

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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FAMILY

 


CONTINUING TO LEAD THE WAY: RANKED TOP FIRM SEVEN YEARS RUNNING

Richardson GMP ranks as the top overall independent wealth management firm and received high marks for our firm’s ethics.

For the seventh consecutive year, Richardson GMP has ranked number one in the Investment Executive’s annual Brokerage Report Card. The ranking is part of an annual survey of Investment Advisors across the country to evaluate their firm, whether bank-owned, independent or boutique, in categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.

“Integrity and transparency are integral in putting our clients first and managing their wealth with the highest standards,” stated Andrew Marsh, Chief Executive Officer of Richardson GMP. “We are proud to be once again leading the way in supporting our advisors with the freedom and resources required to provide unbiased solutions to their clients that truly serve their best interest -- as stewards of their wealth.’’

We are also pleased to report that we have maintained our leadership in all categories related to doing what’s right for clients and serving the particular needs of affluent Canadian families, such as:

Ethics
Freedom to make objective product choices 
Will and estate planning 
Tax planning 
Insurance planning 
Our professional portfolio management service

“We are proud of the depth of expertise of our advisors. As a firm we celebrate our entrepreneurial partnership that attracts the best quality professionals in our industry who want more control over product choices and how they serve clients,” says Andrew Marsh. “Richardson GMP will continue to embrace new technologies and innovative solutions that will help us further excel in serving the changing needs of our advisors and clients.”

 

 

 

LIFE EVENTS

 


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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