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LIVE LIFE. ON YOUR TERMS

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your aspirations.

It's also about controlling what you can and protecting what you can't. And that's our expertise. For many years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - Live life. On their terms.

Our team will work with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to deliver results including maximizing returns while minimizing tax and risk. We also have access to the in-house Tax & Estate Planning professionals who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business and farm succession needs.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.

Find out more about who we are...
 
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Address
525 8th Avenue SW, Suite 4700
Calgary, AB  T2P 1G1     Map

Tel: 555.555.555

Joe Advisor
555.555.5555 Kate.Weldon@RichardsonGMP.com

Sue Advisor
555.555.1234 Sue.Advisor@RichardsonGMP.com

Tim Associate
555.555.2345 Tim.Associate@RichardsonGMP.com

 
 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

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Market research
Insights 

 

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

17 June 2019
Did alternatives get an F in 2018?
View article

10 June 2019
More than a whisper
View article

 

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.

View article

 

Media Centre

IN THE NEWS


 

Get the latest news and media releases about Richardson GMP.

March 8, 2018
Craig Basinger on BNN:
How rising bond yields are impacting equities

Craig Basinger, Chief Investment Officer at Richardson GMP, explains how rising bond yields are impacting the performance of interest-rate sensitive stocks, and how the overall equity bull market has moved into its late stages.

Read more