LIVE LIFE ON YOUR TERMS

We know that the wealth you’ve built means the world to you, and that choosing an investment advisor you can trust to protect and grow your legacy is important to your peace of mind. Trying to navigate alone through a fast-paced world often leads to sleepless nights as you worry about financial security for your family and your business. By partnering with the Baillie Team, you can take comfort in knowing that our disciplined planning solutions are designed to help you sleep well at night.

Creating your financial plan is about more than managing your investments. It begins with a thorough understanding of what’s important to you – this is the foundation of your plan that we’ll use to customize strategies which consider your entire financial picture, to prepare for your long-term goals and lifestyle choices. We’ll regularly review and adjust your plan as your life unfolds and your needs evolve.

Whether crafting a plan for retirement or ensuring your legacy can be passed on to another generation, we receive dedicated support from Richardson GMP’s Wealth and Estate Planning team of in-house lawyers, accountants, insurance professionals, tax experts and estate planners to address changing needs that arise as your life progresses.

Our passion is helping you transition through your financial life with ease. We’ll help you tune out the noise and focus on creating a long-term plan to navigate through uncertain times and weather the storms that come your way with confidence. Our expertise is in discovering solutions that allow you to live life on your own terms and look to the future with anticipation.

Share your dreams with us – and we’ll provide the plan to help you achieve them.

 

Please contact us to learn how we can help protect and enhance what's most important to you.

Our view

MARKET INSIGHT


 

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

20 February 2018
Expectations Are Inflating
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12 February 2018
The Bell Has Been Rung
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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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Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.

19 September 2016
Gareth Watson on CBC: Consumer debt
Gareth Watson, Director, Investment Management & Researcher joined Carole MacNeil on this weekend's CBC Business Panel. Among the topics discussed were consumer debt levels and changes to the minimum wage.

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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.

February 2018
Spousal Loans
Prescribed interest rate likely to increase for Q2 2018

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