Summer Reading Recommendations
Filed Under: Financial Planning

Published by Susan Latremoille on May 01, 2017

Summer is upon us, which means there is no better time to catch up on your reading. While beach reads can be a fun escape, you can also use this time to learn new ways to improve your financial health. Here are my recommendations for the three must-read... Continue reading
Sudden wealth — how not to blow it
Filed Under: Financial Planning

Published by Susan Latremoille on Feb 01, 2017

If you’re lucky, you may find yourself getting a sudden cash windfall at some point in your life. But how do you deal with the unexpected spoils of a lottery win, a surprise inheritance, a divorce settlement, or an unforeseen bonus? Though it may be tempting... Continue reading
The Value of a Fireproof Safe
Filed Under: Financial Planning

Published by Susan Latremoille on Jan 01, 2017

It’s a misconception that the most secure place is a bank safety deposit box. In fact, a fireproof safe in your home is protected from fire and water damage and is likely insured by your homeowner policy as well. Most safety deposit boxes are not insured... Continue reading

 


 

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Richardson GMP was the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account Platforms. This certification is proof that we do what we promise: place our clients’ interest ahead of all else. In this, we are leading the way for the industry.

We are pleased to announce that Richardson GMP has once again earned its CEFEX certification. Our certification details can be found by visiting www.cefex.org