TOP RANKING: STRIVING FOR EXCELLENCE

Fourth year in a row for entrepreneurial investment boutique

For the fourth consecutive year, Richardson GMP Limited received top rating in the Investment Executive (IE) 2013 Brokerage Report Card, scoring a 9.1 average of all categories measured. The highly regarded annual IE Brokerage Report Card asks Advisors from 13 investment firms to evaluate their firms, whether bank-owned, independent or boutique, in 38 categories such as advisor autonomy, quality of product offering and overall support for high net worth clients.

Richardson GMP received the top score above all firms in 25 of 38 possible categories, including key categories such as product and support for high net worth clients and quality of firm’s product offering. In the areas of ‘overall wealth management process’ and ‘support for wills and estate planning’, Richardson GMP was significantly ahead of all other firms being rated. Again this year, the firm was top ranked in two important categories: ‘support for helping clients accumulate assets for retirement’ and ‘helping clients plan for post-retirement income’ – both of which are a growing concern for baby boomers heading into retirement.

We are extremely proud of the consistency and excellence we see in the results year over year,” says Andrew Marsh, President and CEO of Richardson GMP. “We have worked hard to create a strong, independent firm with an entrepreneurial culture that empowers our Advisors to provide the best service and expertise to clients.

By providing comprehensive support in all areas of wealth management, and freedom to deliver unbiased advice, our Advisors are able to focus on the needs of their clients, which has enabled our firm to achieve our leading market position,” adds Marsh. “We look forward to continuing the dialogue with our Advisor partners so we can keep improving in order to be the best firm for our Advisors and provide the best solutions to our clients.

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Richardson GMP received the
top score in 25 of 38 categories including:

Product and support for
high net worth clients

 9.4/10

Support for overall wealth management process

 9.3/10

Support for developing a financial plan

 9.2/10

Support for tax planning

 

9.1/10

Support for wills and estate planning

 9.4/10

Support for helping clients accumulate assets for
retirement

 9.4/10
Support for helping clients plan for post-retirement income

9.3/10

Quality of the firm’s product offering

9.3/10

Support for portfolio management

9.1/10