A focus on advising professionals

Comprehensive and consolidated wealth and asset management

With over 20 years of experience in the industry, Dalton Wealth Partners provides a complete and varied spectrum of co-ordinated wealth and asset management services, including financial planning, insurance, estate, and charitable giving solutions. We administer all aspects of your wealth with consummate care so you can relax and enjoy your life — confident today and comfortable in retirement.

Serving Accounting and Audit Partners and Executives

Our expertise is providing investment leadership for Partners in the Accounting, Advisory and Audit professions who must comply with considerable restrictions regarding the companies in which they are allowed to invest, and we tailor investment plans to their unique circumstances and goals that comply with these rules. We reduce the frustration of independence compliance, and leverage the limited time our clients have to make prudent investment decisions.

Richardson GMP is proud to have been chosen as an approved partner to Deloitte Canada

As a brokerage firm that exemplifies your firm’s high standards of internal compliance to your Independence Policy, we look forward to advising you and your immediate family members. In compliance with Deloitte’s new BDIP program, Richardson GMP will provide Deloitte with a daily feed of your investment-related data so they can compare your holdings against GIMS restricted entities.  

Read more about me and my team.  


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

12 December 2018
Whatever you do, don't look now
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3 December 2018
The biggest loser
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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.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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