| |
Alan MacDonald, CFA, CFP Investment Advisor
I have been in the investment business for more than 20 years. Like my clients, I have seen the booms and the busts, the dot-com crash of 2000, and the fortunes won and lost through IPOs, acquisitions and mergers.
The one thing that has remained constant through all of this is that my clients are too busy running their lives to manage their personal investment lives. Enter our contract.
I enjoy working with people. As an entrepreneur with a strong sense of family stewardship, I am able to develop a synergy with my clients that is fundamental to a good working relationship.
I look forward to our conversation,
Alan MacDonald
Richardson GMP Limited, Ottawa
Direct Line: (613)788-8010
E-mail: Alan.Macdonald@RichardsonGMP.com
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.
Customized Wealth Management
Access: a world of innovative and customized wealth management solutions
We bring together the resources required to provide you a tailor-made, seamless approach to integrated wealth management solutions.
In-house wealth planning expertise
Richardson GMP provides a vast array of the expertise you need to reach your objectives. From lawyers and accountants to
estate planners, we help you address all of your tax, financial, estate, insurance, philanthropic and business succession
planning needs. Furthermore, we will augment your existing team with à la carte expertise provided by Richardson GMP.
Exclusive opportunities
Our insight and knowledge opens doors to opportunities of every shape and size, from private equity to real estate, as
well as other structured and alternative investments.
Access to traditional investments
Richardson GMP will connect and guide you with investments, from government and corporate bonds to preferred shares; Canadian,
U.S. and international equities; mutual funds and options, among others.
Access to new issues and deal flow
Richardson GMP leverages its close relationship with GMP Securities L.P. to provide access to corporate and investment banking, including new financing to IPOs.
www.RichardsonGMP.com
|
|