I’m pleased to inform you that Richardson GMP has been ranked the number one wealth management firm—for the sixth year in a row.
The ranking is part of an annual survey of Investment Advisors from Canada’s bank-owned and national independent wealth management firms. Investment Executive has just published the results and we’re proud to report that we have once again maintained our leadership in all categories related to serving the particular needs of affluent Canadian families, such as:
- Will and estate planning
- Tax planning
- Insurance planning
- Providing support for financial planning, divesting strategies for retired clients, and our discretionary platform
If you aren’t already taking advantage of our industry-leading services, please give me a call so I can ensure you’re receiving the best of what Richardson GMP has to offer.