By all accounts: the choice is yours

You can choose from a number of traditional transaction based accounts or fee based accounts. All Richardson GMP accounts are available for both registered and non-registered investing.

  • Transaction based accounts: we offer a full range of traditional investment accounts: cash, margin and options.

  • Fee based accounts: Richardson GMP fee based investment accounts provide you with the certainty of a pre-determined management fee, a complete range of wealth management solutions and access to some of the world’s leading investment managers.
    • Portfolio Management Account (PMA): This discretionary account provides your Investment Advisor with the authority to make investment decisions on your behalf, based on well-defined guidelines established in your Investment Policy Statement

    • Asset Management Account (AMA): With one annual fee that you determine with your Investment Advisor, this flexible transactional account grants you the freedom to pursue your investment strategy without the concern of individual transaction costs

    • Separately Managed Account (SMA): A comprehensive investment program customized by you and your Investment Advisor, this account provides access to world-class, institutional investment managers across a range of mandates, regions, asset classes and investment styles

Client experience

What’s the best way to work with us? Whatever works for you. We work with a variety of high net worth clients, all with different needs... more

Tax & Estate Planning

Preserving and enhancing your wealth isn’t just about retirement planning. It’s also about maximizing and protecting it...more

Finding the right Investment Advisor

Choosing an Investment Advisor shouldn’t be a spur-of-the-moment choice. These guidelines can help you make an informed decision...more