Vice President, Investment Advisor, The Horwood Team
Nancy is a knowledgeable Investment Advisor with a gift for building trust based on loyalty, excellence and dedication to some of Canada’s most successful families. Her disciplined approach and wealth strategy expertise enable her to advise affluent professionals, business owners and their families. Her stellar reputation is based on her ability to provide financial security for clients with personalized investment strategies to maximize gains, minimize taxes, and transfer wealth effectively to the next generation.
Associate Investment Advisor, The Horwood Team
Zoe joined the Horwood Team in January, 2015 after earning a Bachelor of Commerce from the Ted Rogers School of Business, Ryerson University. Zoe excelled in business strategy and her enjoyment of entrepreneurial studies led her to the investment industry. She completed her Canadian Securities Course and is working towards her Certified Financial Planning (CFP) designation. As an Associate on The Horwood Team, Zoe focuses on providing exceptional client service to new and existing clients.
THE HORWOOD TEAM
The Horwood Team Difference
We Know Investing
Independence | Innovation | Integrity
The independence to select the best
The Horwood Team has built one of the leading wealth management practices in the country based on our belief in excellent independent advice. We have a proven success of strong growth.
The innovation to maximize returns
We focus on efficient strategies to increase our client’s wealth while decreasing taxes. We are early adopters of a superior family office service model, Tax Alpha strategies and advanced investing processes and products.
The integrity you expect
We provide the highest service levels and the best possible advice and execution in Canada, guided by a commitment to doing what’s best for our clients. Our revolutionary Partnership Process and Follow Me strategies provide you with the assurances you need to pursue your financial goals with confidence.
A Legacy of Wealth.
Richardson GMP is the result of the merger of two highly regarded companies. The Richardson name is one with a legacy that dates back to the early 1800s and brings a reputation for being one of the most respected names in financial services. GMP Capital Inc. is a proven leader in Canadian capital markets, best known for its innovation and service excellence. Today, Richardson GMP is Canada’s leading edge, independent wealth management firm focused on serving the needs of Canada’s most successful families and entrepreneurs.
Investment Executive Brokerage Report Card 2013
In-House Tax and Estate Planning Professionals
Where need arises, we can draw on our in-house team of experts including lawyers, estate planners and tax advisors.
This team works with us to develop a coordinated approach to address specific needs including:
- Business, farm & cottage succession