What legacy will you leave?

By failing to plan appropriately in advance, you may leave your executors with an overly-complex burden, making it difficult for them to meet competing expectations that have not been properly articulated. In some cases this can even lead to an unintended legacy of strife. Others, however, take a more intentional and planned approach in order to leave a revered legacy.

Make an intentional choice

To ensure your wealth is transferred according to your vision, you need to plan your legacy in advance. The Latremoille Begg Group can help you structure a plan to:

  • Bequeath your wealth to the people and causes you love in the most tax-effective manner possible.
  • Transfer certain assets in advance to minimize taxes.
  • Set up a trust and/or establish a philanthropic foundation or endowment.
  • Arrange appropriate insurance coverage for tax and beneficiary needs.
  • Preserve and enhance your wealth for future generations.

145 King Street West, Suite 500
Toronto, ON M5H 1J8
Toll Free: 866.205.3548
Office: 416.969.3026
Fax: 416.969.3031

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Certified for fiduciary excellence

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