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

Jim has over 16 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), 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 a member and former captain of the Granite Club Masters Swim Team. Jim is father of two amazing 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, Investment Advisor
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.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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Market research
Insights 

 

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

16 September 2019
Energy Evolution
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9 September 2019
Seasons and cycles
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September 2019
Investor strategy: Late-summer volatility
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