Astute financial analysis and sensitive service

Building and managing your wealth

Serving a select group of discerning professionals, business owners and affluent families in Edmonton and Vancouver, I provide discretionary portfolio management and venture financing opportunities. Following a service model approaching that of a family office, I act as my clients’ single point of contact, co-ordinating their team of advisors to simplify and streamline their finances and lives. I am distinguished by my unique combination of skills as a financial analyst and commitment to delivering sincere, tailored and attentive service.
 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

25 March 2019
Active vs. passive
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18 March 2019
Asymmetry of news absorption
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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.

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.

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