Stevenson Vooys are your co-pilots for financial success
The Stevenson Vooys Group at Richardson GMP will be your co-pilot as you head towards your family’s financial goals. As investment fiduciaries, we each bring more than 20 years experience helping clients navigate the ups and downs of the market. We’ll help you craft a flight plan and deliver all the resources needed to help arrive safely at your financial destination. Our approach is holistic, meaning that if you want more than investment management, we have a team of experts that provide direction to address your financial, tax and estate planning and insurance requirements. We are at your service to help craft your personal wealth management flight plan.
Charting your course with Dimensional Funds*
Dimensional funds are a core element of our flight plan because they provide Canadians with access to “institutional style” investing and because Dimensional takes an academic approach to investing that puts the customer first.
Why use Dimensional Investment funds?
- It is one of the best ways to invest your nest egg so that we have a good chance of reaching the goals that you have set.
- It is a disciplined and structured approach so that we aren’t guessing with your money.
- It is founded on academic research to gain every edge in a volatile market.
*Investment services are available to all Canadians with investable assets above $500,000.
Protecting your goals along your journey with insurance
Life has a way of providing detours that may take us off course. Insurance can be an important element to help you mitigate risk, protect your family and get back on track. Through our web-based service we can provide:
- Access to calculators to help you quickly determine how much insurance you need.
- Quotes to help you understand the costs of protecting your family’s lifestyle.
- Expertise to help you sort through the intricacies of insurance and to make it easier for you to make your decision.
- We provide access to most major insurance providers in Canada to ensure you are getting the best value.
Richardson GMP embraces Investment fiduciary excellence
First wealth management firm in Canada to earn
Centre for Fiduciary Excellence certification as an Investment Advisory firm.
There has never been a more important time in the financial industry where wealth management firms must work more diligently to earn clients’ trust. We are pleased to announce that Richardson GMP is taking a leadership position on this important issue and has earned the CEFEX seal of approval for our Portfolio Management and Separately Managed Account Platforms.