Building relationships.
Growing potential.

A personalized approach
to wealth management.


 
Trust is the cornerstone of any successful partnership. A responsible portfolio manager understands this and will work to provide a service based on your unique circumstances, investment goals and objectives and knows that it is imperative for her to do what’s right for the client.

Wilma Larratt-Smith’s unshakeable commitment to her clients places your interests first. Expect clear explanations, highly responsive service, carefully customised portfolios, and advice based on solid expertise. Wilma’s dedication to providing long-term investment strategies is matched only by her commitment to the most exacting professional standards. Both have produced lasting relationships with her clients, often extending across generations of the same family.

Wilma’s approach reflects her values. Her exceptionally personalised service, based on principles of accessibility, honesty and good faith, prioritizes the protection and growth of your assets. Beginning with a dialogue about your goals and aspirations, she will guide you through all the components of wealth planning, including risk management, investments, retirement, tax and estate planning, insurance, philanthropy, and business succession.

 

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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Our view

MARKET INSIGHT


 

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

11 December 2017
Performance Chasing
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4 December 2017
Profiting from Investor Misbehaviour
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Special Report
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. 
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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.

November 2017
Charitable Giving
This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.

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