Company Summary
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.
Source: Richardson GMP
Unique Value Proposition
Building and protecting wealth for Canada’s most successful families and entrepreneurs.
Integrity.Innovation. Independence. These are the cornerstones of our success. They’re also what drive us to provide the best solutions and outstanding client service to Canada’s most successful families and entrepreneurs.
Whether it’s enhancing your ability to build wealth, or helping to maximize and preserve the financial independence you’ve achieved, our Investment Advisors have the expertise and experience to deliver unbiased advice to serve your unique needs. We’ll work closely with you to get a clear understanding of what’s most important to you and your lifestyle – focusing on your goals, tolerance for risk and investment horizon.
We are Richardson GMP.
A team whose interests are fully aligned with your interests.
A place where you always come first.
We are a boutique-style firm that gives our Investment Advisors the freedom to serve and advise you in the way that’s best for you. Where we put your interests ahead of ours so you can capitalize on what you’ve built.
At Richardson GMP, we recommend the solutions we believe in, solutions that we believe will benefit you – not just us. And you can always trust we’re solely focused on protecting and enhancing your wealth so you can live more on your terms.
Source: Richardson GMP
AUM ($Bil)
28.3
Year Founded
2009
Key Personnel
Andrew Marsh, President & CEO
Kevin Sullivan, Deputy Chairman
H. Sanford Rile, President & CEO of Richardson Financial group Limited
François J. Beauregard, CFA, Director, Investment Advisor
Mark Begg, CFA, Director, Portfolio Manager
Address
145 King Street West, Suite 500
Toronto, Ontario
M5H 1J8