Smart financial behaviour


Maintaining an entrepreneurial mindset, patience and discipline, we manage financial behaviour to help our clients make wise investment decisions to achieve their life goals and improve their long-term returns. While investment performance is important to us, our business relationships are not performance related – they are based on understanding and trust. Our clients’ personalized investment plans are founded upon disciplined diversification that captures sector and geographical exposure and prevents excessive risk. 

Helping to minimize stress on your financial journey. According to Statistics Canada, outside of work, financial concerns are the number one stressor in our lives. Through personal and professional experiences, we have learned to help people minimize stress and increase confidence in their financial futures. 
 

The Lou Caci Philosophy

Continuing to lead the way: ranked top firm seven years running

Richardson GMP ranks as the top overall independent wealth management firm and received high marks for our firm’s ethics.

For the seventh consecutive year, Richardson GMP has ranked number one in the Investment Executive’s annual Brokerage Report Card. The ranking is part of an annual survey of Investment Advisors across the country to evaluate their firm, whether bank-owned, independent or boutique, in categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.

“Integrity and transparency are integral in putting our clients first and managing their wealth with the highest standards,” stated Andrew Marsh, Chief Executive Officer of Richardson GMP. “We are proud to be once again leading the way in supporting our advisors with the freedom and resources required to provide unbiased solutions to their clients that truly serve their best interest -- as stewards of their wealth.’’

We are also pleased to report that we have maintained our leadership in all categories related to doing what’s right for clients and serving the particular needs of affluent Canadian families, such as:

Ethics
Freedom to make objective product choices 
Will and estate planning 
Tax planning 
Insurance planning 
Our professional portfolio management service

“We are proud of the depth of expertise of our advisors. As a firm we celebrate our entrepreneurial partnership that attracts the best quality professionals in our industry who want more control over product choices and how they serve clients,” says Andrew Marsh. “Richardson GMP will continue to embrace new technologies and innovative solutions that will help us further excel in serving the changing needs of our advisors and clients.”

 

 

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.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

17 December 2018
Is this a repeat of 1998?
View article

12 December 2018
Whatever you do, don't look now
View article