Our commitment is to provide our clients with peace of mind while guiding them to achieve their lifelong aspirations. By nurturing a deep relationship based on personal attention, honesty, and unwavering commitment, we work hard to become your trusted advisor.
Here are the benefits of partnering with Gregory | Wei Wealth Counsel:
- Customized Solutions. Achieving the life aspirations of you and your loved ones requires a tailored roadmap and plan that will outline your specific priorities and strategies. Our team will work with our Tax & Estate Planning Team and your other professional advisors to implement your plan, and constantly monitor and adjust to changes in your life.
- Personalized Services. Helping you reach life’s aspirations is personal and our privilege. Personal attention, honesty, and unwavering commitment is a key ingredient to earning your trust in guiding you through life’s most challenging and evolving issues.
- Collaborative Approach. No one is an expert in everything, thus we take an integrated and collaborative approach to finding solutions to your wealth management objectives. By coordinating and creating synergies with your other professional advisors and our Tax & Estate Planning Team, we are well-equipped to address the most sophisticated of challenges.
- Independence. Our firm is built upon a partnership whose core focus is ensuring accountability to our clients and the alignment with their interests. We are fully invested owners in Richardson GMP and our success is solely driven by meeting the needs of our clients today and for future generations to come.
- Objectivity.Our independence allows us to attract exclusive access to innovative solutions and products for our clients and their specific requirements. Untethered and unbiased to any product provider, we will seek out the best-in-class solution(s) made available to affluent Canadians.
- Safety in Assets. We rely on corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies. Richardson GMP is a member of the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF), and have enhanced their safety with additional coverage from Lloyd’s of London.
For more information on how Richardson GMP holds and safeguards your assets, click here.
* Subject to an aggregate policy limit of $30 million.