To guide, preserve and grow

Our mission is to help guide families on how to best structure and allocate their wealth in order to retire comfortably and maximize their estates without having to suffer through the stress of traditional market volatility.
 

Why we are different

Our wisdom and team of experts

Our collective wisdom generated from our team of experts in tax & estate planning, insurance, and alternative and traditional investments.
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The tools we use to preserve and grow

We invest to create more long term predictability, with less risk.

Our uncompromising values

  • Professionalism: Full transparency in everything we do and how we are compensated.
  • Respect for the individual: Young, old, successful or less fortunate. Treat others how you would like to be treated.
  • Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
  • Quality of life: For our clients, ourselves, our children and our children’s children. Money alone does not make for quality of life.

Our company

  • The Benefits of Richardson GMP — Learn more
  • Richardson GMP embraces fiduciary excellence — Learn more
  • The top five reasons to work with Richardson GMP — Learn more
  • Top firm five years running for serving high net worth clients — Learn more


What's new

The Critical 10

The decade straddling retirement is crucial to your financial comfort. Investment decisions made at this time can have a significant impact on your lifestyle. Accordingly, those 10 years are critical from an advice and planning perspective.

No matter the age at which you choose to retire, this guidebook can help you walk through key questions regarding your portfolio, estate and tax planning needs as well as philanthropic giving plans—one year at a time. This reference guide has been published as a tool to help you organize your thinking and help with the sequencing of key financial decisions.

We’ve included questions to ask, things to measure, and strategies to consider in conversation with my team of associates at Richardson GMP.

Contact us to get your copy.

‚ÄčTax & Estate Planning

Organize all your estate information in one place. Contact us to receive a copy of our Estate record keeper.

Solar Flow Through

Solar Flow-Through Fund ("Solar Flow-Through”) is a Limited Partnership formed to develop and operate solar photovoltaic (solar PV) power generation projects in the province of Ontario, Canada.

The Partnership’s Investment Objective is to provide investors with favourable income tax benefits during the development phases of solar PV projects, followed by steady and attractive income once commercial operations begin.

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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Market research
Insights 

 

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

14 January 2019
Oh Canada
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7 January 2019
How cheap it is
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Special Report

 

Charting the course for entrepreneurs or small business owners.

Operating a small business is no easy task. Neither is planning due to the complexity that may be involved. Richardson GMP understands that no two businesses are the same as every business owner must work within different personal and corporate environments.  
Read now