Rob believes that proper asset allocation is the most important step in the money management process. This decision is made through a consultative process with the client which identifies the client’s risk tolerance, income requirements and long term financial goals.

Once the Asset Allocation is determined, Rob uses a disciplined stock selection process for buying and selling securities. It is a process employed by some of Canada’s largest pension fund and institutional money managers, and helps to eliminate the emotional aspects of trading. He also consults at length with some of the GMP Securities analysts, in order to add the best, and most innovative investment ideas to his client portfolios. Fixed income securities are purchased with the help of Richardson GMP’s in house bond trading professionals.

 

Performance at a glance

 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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Market research
Insights 

 

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

14 January 2019
Oh Canada
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7 January 2019
How cheap it is
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