Embracing Fiduciary Excellence
First wealth management firm in Canada to earn Centre for Fiduciary Excellence Certification as an Investment Advisory Firm
At Richardson GMP, we aspire to achieve the highest standards of integrity, transparency and best practices in managing the wealth of our clients. There has never been a time in the financial industry where wealth management firms must work more diligently to earn clients’ trust. Countries such as Great Britain, Australia and the U.S. are proactively pursuing fiduciary standards of care. In stride, Richardson GMP has taken a leadership position in Canada and signaled to the industry its commitment in setting standards and best practices for the firm while providing clients with a true strategic partner and fiduciary.
Richardson GMP – setting the standard for excellence
This esteemed annual certification program ensures that Richardson GMP’s Portfolio Management Account platform for those advisors who have complete control over investment decisions for their clients and the firm’s Separately Managed Account platform conform to the global fiduciary standards of excellence. Richardson GMP is the first Canadian firm to achieve designation.
By undertaking a voluntary certification by the Centre for Fiduciary Excellence (CEFEX) as Richardson GMP has done, and having an ongoing, independent, third-party, rigorous assessment process to audit our practices, clients can feel confident that the trust they are placing in our firm is warranted.