Phillips Wealth Management Group logo
MyRichardsonGMP
  • Home
  • Meet our team
  • How we help
    • About Richardson GMP
    • Investment process
    • Tactical Model Portfolio
    • Year-end tax planning checklist
  • Publications
    • Where should my savings go: an RRSP or a TFSA?
    • ARTICLE: Preparing the power of attorney
    • ARTICLE: Death, with fewer taxes
    • The retiree: Strategies for after-tax retirement income and net estate
    • A fine pair: Combine life annuity and life insurance policies for business owners
    • It's all relative: Issues with passing on the family cottage
  • Resources
    • COVID-19 and support for businesses
    • COVID-19 support - Individuals & trusts
    • Cottage succession
    • Philanthropy
    • Women, health and wealth
    • Your aging journey
    • Behavioural finance
    • Income splitting strategies
    • Prepare your business for new tax changes
    • Physicians and wealth planning
    • Retirement Calculator
    • Education Plan Calculator
    • Major Purchase Calculator
  • Contact
  • Blog
  • Podcast

Regulated by Investment Industry Regulatory Organization of Canada
  • IIROC Advisor Report
  • Member of the Canadian Investor Protection Fund
  • Disclosures
  • Privacy Agreement
  • Legal Notice
  • Careers
  • Accessibility Policy
  • Media Relations
  • Richardson GMP Limited
  • GMP Capital Inc.
  • James Richardson & Sons, Limited
Text size
Contrast