Value proposition

We work with a variety of high net worth clients whose wealth management needs are as unique as they are. Some wish to be actively involved in investment decisions while others prefer to delegate day-to-day management and decision making to their Investment Advisor. Many ask us to help them navigate their retirement planning, tax, estate, philanthropic or business succession plans. One thing they all share in common is the comfort of knowing their personal wealth is in good hands.

Everything we do is grounded in the highest standards of integrity, transparency and best practices. We take pride in providing our clients unbiased advice and recommending solutions that will benefit them, tailored to their needs. We work closely with clients to develop a clear understanding of what’s most important to them, focusing on individual goals, tolerance for risk and investment horizons. Because they can always trust we’re solely focused on protecting and enhancing their wealth, they can focus on living life on their terms.

So can you.

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Market research
Insights 

 

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

22 April 2019
Animal spirits
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15 April 2019
'Tis the season
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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.

April 2019 

Best Workplaces 2019
Our people are what sets us apart. We couldn’t be more proud to be recognized as one of Canada’s Best Workplaces™ for 2019.

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March 2019
Federal budget 2019
With several proposed changes to existing tax strategies coming out of the 2019 federal budget, our report details how the budget may impact Richardson GMP clients and their families.

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