In addition to industry-mandated statements, you and your Investment Advisor determine the frequency of contact and review meetings. Leveraging powerful technology, your Investment Advisor can also deliver customized reporting suited to your needs.

Clients who like to be connected with their investments daily can subscribe to Online Account Access. This powerful tool delivers the ability to:

  • View your portfolio holdings in real time
  • Group multiple accounts together to view consolidated holdings
  • View and download statements online including ability to suppress mailing of your paper statement
  • Access to GMP Securities L.P. research reports and commentaries
  • View quotes and charts on mutual funds, equities and options
  • Administer your own password

Start Planning

Today people are living longer more productive lives and accumulating more wealth. With this success comes the challenge of how to enhance, preserve and transfer wealth as you pass through different stages of your life. Whether you are an individual investor or business owner, each investor will have unique situations that need to be considered.

Our experienced Investment Advisors will work with you to understand your goals and develop a customized and integrated action plan to address your financial, tax, estate, philanthropic, insurance and business succession needs.

At Richardson GMP we understand your needs; we strive for excellence and will continue to earn your trust.

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