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The eight great financial planning outcomes:
No single individual is expert enough to meet the complex needs of the affluent or to provide all the services and products they require. Alan MacDonald has years of experience developing an expert team of accountants, tax lawyers, estate planners and investment advisors, with whom he meets monthly, so you don't have to. He also works alongside your own trusted advisors and the Richardson GMP's Family Wealth Planning Group to create and manage the team that will preserve, enhance and protect your wealth. Alan MacDonald, CFA, CFP I have been in the investment business for more than 20 years. The one thing that has remained constant through all of this is that my clients are too busy running fast-paced businesses to manage their personal investment lives. Enter our contract... About Richardson GMP With its roots in family business, the Richardson name is known globally for its diverse holdings, which span agriculture and food processing, energy exploration, property management and financial services. One of the most trusted and respected names in Canadian financial services, the Richardsons' proven history in wealth management includes Richardson Financial Group and Richardson Capital, as well as its past holdings in Richardson Partners Financial, Richardson Greenshields and Richardson Securities of Canada. GMP Private Client's strong reputation for superior service and wealth management expertise has complemented GMP Capital Inc.'s proven leadership in the Canadian capital markets. The GMP name reinforces a culture of innovation, energy and entrepreneurship at Richardson GMP. The advantages of the alignment with GMP Capital Inc. include access to the capabilities and ideas of GMP Securities L.P., EdgeStone Capital Partners, L.P. and GMP Investment Management L.P. The result is a larger, stronger and more influential independent wealth management firm with offices nationwide. Richardson GMP builds on the breadth and depth of these roots and branches out further with access to industry-leading Investment Advisors, exclusive wealth management solutions and a technology platform that tailors reporting to the unique needs of our clients. The energy created through this convergence of tradition and innovation is what draws many of Canada's most successful families and entrepreneurs to Richardson GMP. Contact Alan Tel: (613) 788-8010 E-mail: Alan.Macdonald@RichardsonGMP.com Learn more > |
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| Blog of Alan's Articles | ||
Alan MacDonald, CFA, CFP Richardson GMP Limited |
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