Understanding your needs. Delivering results.
Choosing an investment firm is a difficult decision for investors. It is one that should be made with the utmost care and discretion, as it impacts not only you, but your family and future generations.
It should start with a search for a great Advisor. A professional who will put your financial goals above all other concerns and who has the wealth management talent and acumen required to help you reach them. Because when it comes to wealth, it’s not about how much you have—it’s about what it can help you achieve. It’s about controlling what you can and protecting what you can’t. And that’s our expertise.
These are the top five reasons we are exceptionally qualified to manage your wealth.
1. Independent experts
Our Investment Advisors are some of the sharpest minds in the business
Advisors invited to join our firm are amongst the most knowledgeable and experienced in the industry. Each undergoes a rigorous due diligence review and shares our commitment to delivering unbiased advice and solutions that best serve their clients. To underscore the importance of impartial advice, our Advisors are never pressured or compensated differently to offer in-house services and products as part of their wealth management recommendations. They have the freedom, flexibility and support required to develop truly customized investment solutions that meet your specific needs.
2. Powerful partners
We benefit from our proud Canadian roots
Our Advisors are supported by the substantial resources of our founding companies: James Richardson & Sons, Limited, one of the most trusted names in Canadian financial services with a legacy spanning over 85 years; and GMP Capital Inc., one of Canada’s most dynamic investment dealers with proven expertise in wealth management and capital markets. Drawing on the heritage of one of Canada’s most successful families and the financial acumen of our capital markets partners, we design services dedicated to protecting and enhancing your wealth. At Richardson GMP, you have Canada’s top investment minds and families looking after your best interests.
Entrusted with over $26 billion in client assets
Richardson GMP is the largest independent wealth management firm in Canada. That significant national footprint is complemented by the backing of parent companies James Richardson & Sons, Limited and GMP Capital Inc., offering employees and clients alike the stability that comes hand in hand with such scale. Through our predecessor firms, we’ve been acting as stewards of wealth for our clients and their families since 1926. We know that protecting your wealth is as important as growing it.
Asset safety is a top priority at Richardson GMP because it’s of paramount importance to our clients. That is why we implement corporate governance best practices and adhere to the stringent rules and regulations set by our regulatory bodies. To further enhance the safety of your assets, we offer additional insurance coverage on client accounts, over and above the standard amount offered through the Canadian Investor Protection Fund. We are committed to protecting what’s important to you.
4. Authentic alignment
First in Canada to achieve fiduciary certification
Richardson GMP is the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account platforms. This certification is proof that we do what we promise: place our clients’ best interests ahead of all else. In this, we are leading the way for the industry.
To further ensure the alignment of client and advisor interests, each one of our Investment Advisors is invested in Richardson GMP as an owner. This approach is different than what you find at other investment firms—as is the result. Each one of us works to ensure that the priorities of the business are fully aligned with your priorities. We are accountable to the most important group of people: our clients.
Best-in-class services and solutions
a. In-House Tax and Estate Planning Team
We believe in taking a holistic approach to managing your wealth, including strategies to preserve, enhance and transition it to the people and causes you care most about.
Our in-house tax and estate planning professionals, including lawyers, estate planners and tax advisors, work directly with you and your Investment Advisor to address specific needs including tax and estate planning, insurance, philanthropy, and succession of businesses, farms and cottages.
b. Exclusive investment products
Our insight and knowledge opens doors to opportunities in every shape and size, many of which are exclusive to Richardson GMP. Our goal is to provide a wide breadth of new customized solutions to improve diversification, maximize returns and minimize volatility and risk within your portfolio.
c. Superior internal and third party research
To help our Investment Advisors identify opportunities and manage the impact of evolving situations to enhance and protect your wealth, we offer access to top global investment research firms. Thanks to our exclusive partnership with GMP Capital, that support includes access to their highly regarded equity and fixed income research.
d. Institutional-quality wealth management services
Richardson GMP’s close relationship with GMP Capital empowers us to deliver an enhanced portfolio of exclusive wealth management services including:
- asset management
- alternative investments
- broader suite of fixed income products including proven high-yield debt and convertible bonds
- investment banking
- expanded private equity opportunities
- trade desk capabilities
Independent experts. Powerful partners. Stability. Authentic alignment. Access to best-in-class investment professionals, services and solutions. These are the top five reasons why discerning clients choose to entrust Richardson GMP Investment Advisors with their money.
Our Advisors understand your needs and are dedicated to serving them with distinction. In all we do, we strive to reward our clients for placing their trust in us.
At Richardson GMP, we help you live life. On your terms.