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.

24 June 2019
Premortem - what if we are wrong?
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17 June 2019
Did alternatives get an F in 2018?
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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.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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