Tonic - Mix it up for a Cause     PROUD SPONSOR OF TONIC - MIX IT UP FOR A CAUSE 2013

The Calgary Office of Richardson GMP is proud title sponsor of Tonic - Mix It Up For A Cause 2013 on June 15th. 100% of proceeds will go to the Children’s Cottage Society which offers a wide range of programs for parents and children in Calgary through a network of Crisis, Respite, and Support Services.

Learn more at www.TonicForACause.com

 		   RICHARDSON GMP EMBRACES FIDUCIARY EXCELLENCE
First wealth management firm in Canada to earn Centre for Fiduciary Excellence Certification as an Investment Advisory firm. 

Click here to read more.

Richardson GMP isn’t your typical wealth management firm.

We’re an independent, leading-edge wealth management firm accountable to a very important group of people – our clients.

Our firm has a history of serving some of the most successful families and entrepreneurs in the country. And there’s something distinctly different in the way we do business. For one thing, our Investment Advisor teams consist of some of the sharpest minds in the business, each bringing many years of experience and knowledge to the table. They’re all fully invested in Richardson GMP as owners, so they’ll ensure that the priorities of the business are fully aligned with your priorities. We also believe our client’s best interests are served through innovative and exclusive investment opportunities supported by comprehensive financial planning and wealth planning capabilities. Our depth of resources ensures that you have an integrated approach to address all investment, tax, estate, insurance, philanthropic and business succession needs.

 


  • ENGLISH Intro
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Andrew Marsh, President & Chief Executive Officer 
Watch our video and learn
about our approach to investing.

Market Insights
VIEWPOINT

'All aboard’ the summer volatility train 

David Andrews, CFA, Director, Investment Management Group

Believe it or not, next week brings with it the official start of summer. As such, many of us are now frenetically finalizing our summer vacations and travel plans. If the past week was any indication, your investment portfolios may have already booked a ticket on this summer’s volatility train... download full article

Bond buyers beginning to bail 
Gareth Watson, CFA, Vice President, Investment Management Group
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MARKETPOINT
Quarterly Report - April 2013

Set expectations for moderate growth
If we had to use one or two words to describe our outlook at the beginning of 2013, they would likely be “moderate growth”... download full article


     
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Tax & Estate Planning
STRATEGIES

Renting your U.S. vacation property - Be sure you know the tax implications 

Robert Mendenhall, Vice President, Tax & Estate Planning 

Like many Canadians, you may own a vacation property in the United States (U.S.). And, you may be considering renting it out for the purpose of earning income or to defray the ongoing maintenance expenses. Before you begin renting your U.S. vacation property, however, you should take into account both the U.S. and Canadian income tax consequences... read more