Advising business owners, professionals and families

Preserving capital, limiting risk and maximizing your wealth

My focus is on conservative, tax-conscious wealth management. Holding capital preservation as my top priority, I manage portfolios with the goal of achieving reasonable returns close to equity levels with lower volatility and less than equity risk.

I advise an exclusive clientele of successful accountants, lawyers, medical professionals and executives who have complex financial lives and multi-generational needs and am privileged to manage their entire asset bases. In addition to tax-effective investing strategies, my specialties include Individual Pension Plans (IPPs) and overall financial and estate planning for affluent investors.

With a deep and intimate knowledge of your personal and business circumstances, I help you invest for business growth, education and your other life goals, while minimizing tax and assisting with decisions regarding property and other investments. Working with multiple generations of your family, I facilitate tax-effective transfer of your wealth and ensure all levels of need are well provided for.
 

 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

22 April 2019
Animal spirits
View article

15 April 2019
'Tis the season
View article

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

April 2019 

Best Workplaces 2019
Our people are what sets us apart. We couldn’t be more proud to be recognized as one of Canada’s Best Workplaces™ for 2019.

View article

March 2019
Federal budget 2019
With several proposed changes to existing tax strategies coming out of the 2019 federal budget, our report details how the budget may impact Richardson GMP clients and their families.

View article