James W. Dennis MAcc, CA, CFP®, CIM®
Vice President, Portfolio Manager
Tel: 416.941.6753

Jim has over 12 years of experience in wealth management. His areas of expertise and focus is in portfolio construction and manager research. He is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP®), thus able to communicate with accountants, lawyers and insurance specialists for the purposes of tailoring personal, corporate and estate tax planning. Jim’s financial background helps him identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation.

Jim is a graduate of Queen’s University (B.Comm), University of Waterloo (M.Acc) and holds a Chartered Investment Manager (CIM®) designation. He is Co-Captain of the Granite Club Masters Swim Team and enjoys his active role on the St. Andrew’s College Old Boys Alumni Association. Jim has two amazing young children, Alexander and Evelynn. Jim’s team at Richardson GMP offers high net worth individuals and trusts a comprehensive approach in managing their investments and achieving set financial goals.

George Halkidis
Portfolio Manager
Tel: 416.941.6724

George is a goals based advisor helping conservative high net worth investors meet their most important financial goals.

Whether you are a retiree trying to get by on a fixed monthly income or a parent putting children through school, you know the personal impact of the rising cost of living – in other words – the shrinking purchasing power of your savings and income. George understands the true definition of "after-tax, after inflation” returns.

As a former Memorial Cup Champion with the Kitchener Rangers of the OHL in 2003, he’s learned the importance of trust, dedication and teamwork that make a strong client/advisor relationship successful.  George is a father of 3 beautiful daughters Penelope, Eleni and Wilamena.

George specializes in alternative investments with a pension like style. Primarily hedge funds, private equity, private real estate trusts, managed futures, mortgage investment corporations and structured solutions..

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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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Market research
Insights 

 

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

13 May 2019
Margin watch
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6 May 2019
The long and short of CAD
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