Referrals - Our Commitment to You
We understand the level of trust you are placing upon us when introducing a friend, family member or colleague to our team. We recognize that when you refer to us, we owe a duty of care to you and the individual or family being introduced.
As such, we commit to the following when you place that trust in us:
Strict confidentiality in all matters
Timely response from our team to schedule a time to talk to your referral about their situation
Meeting with your referral to determine suitability of working together
The same level of service you receive from our team
Our team grows through referrals. We work with a select group of individuals and families to help them reach their financial goals now, and in the future.
We do our best work with the following types of clients:
Those with, or on the road to, assets in excess of $1 million
Business owners, corporate executives, professionals
Families with more complex financial situations
We recognize you may not know the financial situation of your referral and we welcome any introduction in a situation where you think we might be able to help. Even where we do not end up working together we endeavor to make the meeting helpful.
For a private referral please contact William directly at William.Ellis@RichardsonGMP.com or 416.969.3190.