McLean Phillips Wealth Management
 

BRINGING WEALTH TO LIFE

SERVING HIGH NET WORTH INVESTORS & FAMILY OFFICE PROFESSIONALS

Our purpose is to manage the personal wealth of a limited number of affluent individuals and families.  Our Team has extensive experience building long term relationships to help high net worth investors and family office professionals achieve success.

We recognize and understand the opportunities and challenges that our clients face.  Our Team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to preserve and grow your assets while minimizing tax and risk. We will also work closely with your professional advisors and our in-house Tax & Estate Planning professionals to develop a customized plan to address any estate, tax, philanthropy, insurance and business succession needs.

Our promise is to strive for excellence and to continue earning your trust; protecting and enhancing what's most important to you.

 

To book an initial telephone conversation to learn more, or to learn about our complimentary Second Opinion Service Offer, please contact Sara Sparks by email Here.

 

Address

500-550 Burrard Street
Vancouver, BC V6C 2B5    Map

Tel: 604.678.8607
Toll Free: 866.640.0400


Our view

MARKET INSIGHT


 

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

16 July 2018
Value Investors Long Drought
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9 July 2018
Countering Advisor Biases
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.  
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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.

July 2018
Domestic Agreements: A Primer
Find out how domestic agreements should be part of your wealth management strategies.  

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