Our Vision

A balanced approach to life and investing.

My team and I provide conservative wealth management to a select group of affluent families and business owners. We keep our client base small to deliver a high degree of service excellence and personal attention. Good synergy between advisor and client is important, so I seek to partner with like-minded clients.

We offer financial leadership to both personal and corporate clients. Our client base ranges from personal RRSP portfolios and cash accounts to handling company accounts. Having owned and operated my own business for many years, I am well versed with the challenges that business owners face in dealing with banks, employees, growth, and working capital. Through Richardson GMP, we can assist you with Initial Public Offerings (IPOs), secondary offerings, investment banking, plus mergers and acquisitions.
 

The next generation of wealth.

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.