Disciplined wealth management focused on retirement

The emphasis of my practice is on advising individuals who are approaching retirement and creating personalized, tax-effective portfolios that generate a reliable stream of income through fixed income, dividends, and structured products.

My specialized expertise in generating predictable yield through fixed income solutions along with measured growth also resonates well with institutions, not-for-profit organizations and municipalities.

The bond market has changed considerably over the last few years and I am well versed in current strategies that make the most of fixed income investments to counteract the effects of inflation on your portfolio.

 

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

15 April 2019
'Tis the season
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8 April 2019
Static vs. tactical
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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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