Live life. On your terms. 

Achieving a work-optional lifestyle

The path to successfully managing your wealth is about controlling what you can and protecting what you can’t. As a founding partner of Richardson GMP, our team has been building long term relationships to help our clients achieve a work-optional lifestyle – in other words – helping you live life on your terms.

Using our Hat Trick Wealth Management process, we will tailor an investment strategy that makes your goals our number one priority.  Together, with our in-house Tax & Estate Planning professionals, we will develop a holistic Wealth Plan to address your estate, tax, philanthropy, insurance, business and succession needs. 

We believe Canadians are deserving of a high-quality wealth management experience.  Our promise is to strive for excellence and to continue earning your trust.

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Market research
Insights 

 

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

21 May 2019
Sometimes it pays to be good
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13 May 2019
Margin watch
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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.

April 2019 

Best Workplaces 2019
Our people are what sets us apart. We couldn’t be more proud to be recognized as one of Canada’s Best Workplaces™ for 2019.

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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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