Address

145 King Street West, Suite 500
Toronto, ON M5H 1J8  Map

 

Rob Panes

416.941.6720 Rob.Panes@RichardsonGMP.com

Tessy Karolia

416.941.6721 Tessy.Karolia@RichardsonGMP.com

Mitzi Verzola

416.941.6722 Mitzi.Verzola@RichardsonGMP.com

 

 

 

Rob believes that proper asset allocation is the most important step in the money management process. This decision is made through a consultative process with the client which identifies the client’s risk tolerance, income requirements and long term financial goals.

Once the Asset Allocation is determined, Rob uses a disciplined stock selection process for buying and selling securities. It is a process employed by some of Canada’s largest pension fund and institutional money managers, and helps to eliminate the emotional aspects of trading. He also consults at length with some of the GMP Securities analysts, in order to add the best, and most innovative investment ideas to his client portfolios. Fixed income securities are purchased with the help of Richardson GMP’s in house bond trading professionals.

 


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
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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.

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.

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