Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson GMP is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

 

A personalized approach to wealth management.

Trust is the cornerstone of any successful partnership. A responsible portfolio manager understands this and will work to provide a service based on your unique circumstances, investment goals and objectives and knows that it is imperative for her to do what’s right for the client.

Wilma Larratt-Smith’s unshakeable commitment to her clients places your interests first. Expect clear explanations, highly responsive service, carefully customised portfolios, and advice based on solid expertise. Wilma’s dedication to providing long-term investment strategies is matched only by her commitment to the most exacting professional standards. Both have produced lasting relationships with her clients, often extending across generations of the same family.

Wilma’s approach reflects her values. Her exceptionally personalised service, based on principles of accessibility, honesty and good faith, prioritizes the protection and growth of your assets. Beginning with a dialogue about your goals and aspirations, she will guide you through all the components of wealth planning, including risk management, investments, retirement, tax and estate planning, insurance, philanthropy, and business succession.

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

25 May 2020
The Stark Reality in Commercial Real Estate
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18 May 2020
The incomparable recession
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May 2020
The great bounce
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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.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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Listen here
Podcast

 

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.