Expertise: for your every need
Your Richardson GMP Investment Advisor brings together all the resources necessary to provide you with a tailor-made, seamless approach to integrated wealth management and investment solutions. As the focal point of your relationship, your Investment Advisor will coordinate your action plan, determine the most effective solutions, as well as provide ongoing advice and monitoring of your investment portfolio.
Wealth planning to research: and everything in between
In-house wealth planning expertise
Richardson GMP Investment Advisors have access to a multi-disciplinary group of professionals who will help develop integrated wealth planning strategies that meet the objectives of your personal and business goals. Our in-house experts include lawyers, accountants, estate planners and insurance specialists who will work together with your existing professionals and Investment Advisor to address your tax, financial, estate, insurance, philanthropic and business succession planning needs.
Access to a wealth of investment options
Richardson GMP offers you a wide variety of innovative investment solutions.
Exclusive opportunities
Our insight and knowledge open doors to a range of investment opportunities, from private equity to real estate, as well as other structured and alternative investments. Clients also enjoy access to Richardson GMP’s exclusive managed money platform. Conceived and developed by our own Research and Due Diligence Committee, it offers access to world class Investment Managers, specialty mandates, adherence to strict portfolio monitoring and enhanced reporting. We design unique, fully-diversified investment solutions to provide optimized returns for the level of risk assumed.
Traditional investments
Richardson GMP guides and connects you to various investments including government and corporate bonds; Canadian, U.S. and international equities; mutual funds and options.
New issue initiatives and deal flow
Richardson GMP leverages its close relationship with GMP Securities L.P. to provide access to corporate and investment banking, including new financing to Initial Public Offerings.
Access to superior internal and third party research
With our own internal private client research team, Richardson GMP opens up a vast world of information, including partnerships with GMP Securities and highly ranked, independent, third party, global investment research firms. The team is responsible for monitoring and interpreting economic and geo-political situations, current market environments and emerging trends. Armed with this additional analytical support, your Investment Advisor can manage the impact of evolving situations to protect and enhance your wealth.