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.
Get the latest market insights and trends from our internal research experts.
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Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
August 2019 Let’s talk about philanthropy Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.
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