Education Library
Tax & Estate Planning: The foundation to achieving your goals PDF
Wealth Advisor Questionnaire PDF
Estate Planning Record Keeper PDF
Changing Advisors: Short-term pain for long-term gain. PDF
Feature excerpt from ADVISOR: Manage A Serial Divorcer’s Wealth PDF
The Case Of The Fourth Ring PDF
Top ranked—six years running
For the sixth consecutive year, Richardson GMP has ranked number one in Investment Executive’s annual Brokerage Report Card, topping the chart above all of our competitors.
Our Advisors always put client interests first and provide truly unbiased advice, recommending solutions solely for their suitability to satisfy investors’ unique goals,” Andrew Marsh explains. “Our unique culture empowers our Advisors as Partners of the firm, which gives them added incentive to lead the industry in stewarding wealth exceptionally well. We are strongly independent and it changes how we think.” Independence is at the core of who we are and what we do. And these results prove once again that we do it really well. PDF
Susan in the News
Advisor.ca
February 21, 2018 : The Hidden Value of Financial Planning
The Globe and Mail:
February 14, 2018 - How to think – and invest – like Warren Buffett
CBC News:
February 6, 2018 - Why the stock market 'hissy fit' shouldn't prompt investor panic
Market Ethos:
January 15, 2018 - Managing your biases PDF
The Globe and Mail:
December 26, 2017 - School-aged and already home owners
November 30, 2017- Robo-advisories lure wealthy investors with ultra-low fees
Succession Planning:
The business has been sold. Where does the seller go from here?
Tax Implications of Succession Planning:
Elements to be considered a part of any examination of succession planning, range from estate freeze to capital exemption and family trusts.
Succession Strategies for Business Owners
Your Sudden Wealth and Your Legacy:
Preserving wealth and increasing it over time.
