The next generation of wealth.

Let us simplify your life and help you reach your financial goals.

Focusing on you and your financial milestones, we take a personalized approach to managing your wealth. Our knowledgeable and dedicated team cover the many facets of wealth management. Putting your interests first, we commit ourselves to delivering the highest levels of service to our valued clients. We create comprehensive and customized financial strategies for our clients encompassing tax, estate and philanthropy. In doing so, we empower you to make the best financial decisions both now and in the future.

We take the time to understand your needs and develop diversified portfolios that participate in market gains while minimizing volatility. We look at your personal circumstances, navigating investment decisions with an objective risk management process that takes the emotion out of investing.

No matter where your journey takes you, we will be there to support you with unbiased advice and proven strategies that help you protect and grow your wealth.

 

 


Events
Planning for Pets - A Complimentary Lunch & Learn for Estate Lawyers
Date: Nov 27, 2019 12:00 PM - 01:00 PM Pacific Standard Time
Location: 1055 West Hastings St. Suite 2200 Vancouver, BC V6E2E9

With over 16.5 million cats and dogs as household pets across the country, most Canadians want to make sure their four-legged friends are well cared for after they’re gone. The unique legal status of these pets comes with a wide range of special planning considerations.
 

In partnership with the Regional Animal Protection Society (RAPS) and featuring animal law specialist Rebeka Breder, this talk will review the status of animals under the law and how that status impacts planning strategies. You will leave this complimentary lunch with ideas that you can discuss with your clients and insights into navigating issues around these lovable ‘unique assets'.

 

*CPD credits for this event are currently under application with the Law Society

 

Featured Special Guest:

 Rebeka Breder 
 Animal Law Lawyer, Breder Law
 B.A. Joint Honours, J.D. 

 

 

 

 

 

 

 

 

 

RSVP
Millennial Wealth @ Craft
Date: Sep 24, 2019 05:30 PM - 07:00 PM Pacific Daylight Time
Location: Craft Beer Market - Olympic Village 85 West 1st Avenue Vancouver, BC

Financial Literacy 101: The Next Generation of Wealth

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.
 
In an open forum, we will discuss:
• Budgeting and reducing your expenses
• How to manage banking and credit products
• Protecting your assets and your income
• Saving and investing for success
• Managing taxes and fees

When: Tuesday, September 24th, 2019 – 5:30pm
Where: Craft Beer Market – Olympic Village 85 West 1st Avenue, Vancouver, BC
 
***No avocado toast will be served.

Spaces limited, please RSVP to: Robert.McLean@RichardsonGMP.com below
RSVP
Financial Literacy 101 - The Next Generation of Wealth
Date: Jul 09, 2019 05:30 PM - 07:00 PM Pacific Daylight Time
Location: 550 Burrard Street Suite 500 Vancouver, BC V6C 2B5

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.

 

In an open forum, we will discuss:

  • Budgeting and reducing your expenses
  • How to manage banking and credit products
  • Protecting your assets and your income
  • Saving plans and investing for success
  • Managing taxes and fees

When: Tuesday, July 9th, 2019

Time: 5:30pm Doors Open, 6:00pm Presentation

Where: Richardson GMP Office - 5th Floor Boardroom
             550 Burrard St., Vancouver
 

*No avocado toast will be served.

RSVP
Financial Literacy 101: The Next Generation of Wealth
Date: Apr 11, 2019 04:30 PM - Apr 11, 2019 06:00 PM Pacific Daylight Time
Location: 500-550 Burrard St Vancouver, BC V6C 2B5

For many young adults, the financial skills needed to survive and thrive in today’s world were not taught in school. Countless millennials are burned in trials by fire. The pain of missing a payment on a phone bill, carrying a balance on a credit card or bouncing a cheque have burned hard lessons into a generation that was rarely advised on how to manage money.

In an open forum, we will discuss:

  • Budgeting and reducing your expenses
  • How to manage banking and credit products
  • Protecting your assets and your income
  • Saving plans and investing for success
  • Managing taxes and fees

When: April 11th, 2019 (4:30pm Q&A, 5pm Start)

Where: Richardson GMP Office
             500-550 Burrard St, Vancouver, BC
 

*No avocado toast will be served.

Spaces limited, RSVP to reserve your seat!

RSVP

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.

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.

11 November 2019
Back to fundamentals
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28 October 2019
Counter performance chasing with process
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November 2019
Investor strategy: Upbeat tone
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