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 || |