Proudly Canadian, Fiercely Independent.

Richardson GMP has a history and legacy of building, protecting and distributing wealth. Some of Canada’s wealthiest families have chosen Richardson GMP because the firm understands their needs.

As a fee-based independent investment dealer, Richardson GMP can search the world for the best solutions, with the best price. No two clients are the same, so no two portfolios are the same.

Strategies in Writing

As the saying goes, “if you fail to plan, then you plan to fail”. Our process includes a written financial and investment plan that is updated as needed. We believe that knowing when and where we are going allows us to maintain discipline when economic conditions cast doubt over short periods of volatility. We cannot know the short term fluctuations, but we are certain of the long-term direction.

Process: Customized Portfolio Solutions (CPS)

As fee-based advisors, we offer objective, best-in-class advice and investment securities at the best value. Our primary goal is to select the most suitable investments to match client's goals and objectives. We work with clients to explore all possible investment product offerings, ensuring all aspects of our client’s wealth management strategy is looked after.

 

Product types Account types Services
Equity / stocks Cash accounts Investment planning
Preferred shares Margin accounts Financial planning
Bonds TFSA Retirement planning
Other fixed income RSP Tax & Estate planning
Mutual funds Spousal RSP Wills
ETFs Locked-in RSP Educational planning
Money markets RESP Insurance
Private equity RDSP Business succession
Alternatives Charitable accounts  
  Corporate accounts  
  IPP corporate accounts