Our extended team

Tax & Estate Planning

Mike George, B. Comm (HONS), M.ACC, CA, CFP®

Director, Wealth Services

Working closely with Investment Advisors, their clients, external professionals and members of the Tax & Estate Planning team, Mike is responsible for the effective delivery of the wide range of wealth planning services at Richardson GMP. Mike is a Chartered Accountant and Certified Financial Planner® and specializes in personal, corporate and trust tax planning.

Mike has been working with high net worth clients in the financial services industry for many years. Before joining our firm in 2004, he worked at Assante. He has extensive experience in the tax field and helps identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation. Mike has played an instrumental role in delivering client-centred solutions including the successful transition of family businesses, the development of long-term employee compensation programs (including stock option and employee pension plans) and the reduction of tax on the sale of businesses by utilizing trusts to multiply the enhanced capital gains exemption among family members.

Mike is frequently interviewed on wealth planning concepts and tax-related matters. He also lectures on corporate taxation and has authored various industry publications and articles.

A graduate of the University of Manitoba, Mike received his Bachelor of Commerce (Honours) degree in 1991 and his Master of Accountancy degree in 1992. Mike achieved his Chartered Accountant (CA) designation in 1995 and the Certified Financial Planner® (CFP®) designation in 2004. He has also completed his CICA In-Depth Tax Course and is a member of the Canadian Tax Foundation.

Robert Mendenhall, J.D., LL.M.

Vice President, Tax & Estate Planning

As part of the Tax & Estate Planning team, Robert works closely with clients and their Investment Advisors to identify solutions that address clients’ overall wealth planning needs. Once clients have a clear understanding of their planning needs, he focuses on helping them and their professional advisors implement the solutions selected.

Robert is a lawyer with many years of experience. Before coming to Richardson GMP, he worked at other financial institutions advising clients on trust, estate, and tax planning. Prior to that, he was a partner in a law firm. Robert obtained his Juris Doctor from the College of Law, University of Saskatchewan. Later, he obtained a Master of Laws degree from the J. Reuben Clark Law School, Brigham Young University.

Robert has advanced his interests in wealth and estate planning by completing significant course work in tax and wealth preservation. He is a trained mediator and has actively mediated for the courts for many years. He has also completed training as a family business advisor and has facilitated succession planning sessions with families.

Robert belongs to the following professional associations: the Law Societies of Alberta and Saskatchewan, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association.

 

 

 

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