Address

One Lombard Place Suite 1100
Winnipeg, MB  R3B 0X3     Map
 

(204)-953-7850

 

 
 

LIVE LIFE.  ON YOUR TERMS.

Achieving a Work-Optional Lifestyle

The path to successfully managing your wealth is about controlling what you can and protecting what you can’t. As a founding partner of Richardson GMP, our team has been building long term relationships to help our clients achieve a work-optional lifestyle – in other words – helping you live life on your terms.

Using our Hat Trick Wealth Management process, we will tailor an investment strategy that makes your goals our number one priority.  Together, with our in-house Tax & Estate Planning professionals, we will develop a holistic Wealth Plan to address your estate, tax, philanthropy, insurance, business and succession needs. 

We believe Canadians are deserving of a high-quality wealth management experience.  Our promise is to strive for excellence and to continue earning your trust.

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Our view

MARKET INSIGHT


 

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

11 October 2018
Well That Escalated Quickly
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9 October 2018
New NAFTA
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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.

September 2018
Cottage Succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans. 

View article